Telos Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Telos Capital Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9M	Buy	193,305 +3,236	+2%	+$237K	1.31%	22
2026 Q1	$12.8M	Buy	190,069 +4,309	+2%	+$299K	1.23%	23
2025 Q4	$12.3M	Buy	185,760 +5,663	+3%	+$371K	1.14%	25
2025 Q3	$11.8M	Buy	180,097 +2,981	+2%	+$192K	1.13%	25
2025 Q2	$11M	Buy	177,116 +10,484	+6%	+$615K	1.12%	27
2025 Q1	$9.72M	Buy	166,632 +5,366	+3%	+$333K	1.06%	27
2024 Q4	$10M	Buy	161,266 +7,595	+5%	+$487K	1.07%	29
2024 Q3	$9.58M	Sell	153,671 -552	-0.4%	-$33.3K	1.01%	30
2024 Q2	$9.03M	Buy	154,223 +731	+0.5%	+$42.9K	1%	32
2024 Q1	$9.32M	Buy	153,492 +7,247	+5%	+$410K	1.05%	31
2023 Q4	$8.11M	Buy	146,245 +680	+0.5%	+$34.5K	0.99%	33
2023 Q3	$7.26M	Sell	145,565 -3,395	-2%	-$178K	1.01%	32
2023 Q2	$7.79M	Buy	148,960 +4,030	+3%	+$200K	1.04%	32
2023 Q1	$7.25M	Buy	144,930 +34,895	+32%	+$1.78M	1.01%	33
2022 Q4	$5.32M	Buy	110,035 +445	+0.4%	+$21.5K	0.78%	47
2022 Q3	$4.81M	Buy	109,590 +2,000	+2%	+$96.7K	0.79%	43
2022 Q2	$4.87M	Buy	107,590 +1,170	+1%	+$57.8K	0.74%	46
2022 Q1	$5.71M	Buy	106,420 +2,620	+3%	+$139K	0.74%	47
2021 Q4	$5.88M	Sell	103,800 -660	-0.6%	-$36.7K	0.73%	48
2021 Q3	$5.5M	Buy	104,460 +990	+1%	+$53.3K	0.75%	46
2021 Q2	$5.56M	Sell	103,470 -5,055	-5%	-$273K	0.74%	45
2021 Q1	$5.65M	Sell	108,525 -2,540	-2%	-$127K	0.81%	39
2020 Q4	$5.11M	Sell	111,065 -970	-0.9%	-$40.9K	0.78%	42
2020 Q3	$4.15M	Sell	112,035 -1,615	-1%	-$60.4K	0.73%	51
2020 Q2	$4.04M	Sell	113,650 -1,620	-1%	-$53.8K	0.78%	42
2020 Q1	$3.32M	Buy	115,270 +2,065	+2%	+$76.8K	0.82%	41
2019 Q4	$4.66M	Buy	113,205 +2,710	+2%	+$107K	1.06%	29
2019 Q3	$4.27M	Sell	110,495 -730	-0.7%	-$28.1K	1.17%	22
2019 Q2	$4.32M	Buy	111,225 +1,065	+1%	+$40.8K	1.27%	21
2019 Q1	$4.17M	Sell	110,160 -435	-0.4%	-$16.1K	1.3%	21
2018 Q4	$3.67M	Buy	110,595 +1,520	+1%	+$55.5K	1.36%	19
2018 Q3	$4.39M	Buy	109,075 +1,440	+1%	+$57.9K	1.4%	17
2018 Q2	$4.19M	Buy	107,635 +3,475	+3%	+$134K	1.44%	16
2018 Q1	$3.91M	Buy	104,160 +2,770	+3%	+$106K	1.39%	18
2017 Q4	$3.85M	Buy	101,390 +5,460	+6%	+$202K	1.36%	17
2017 Q3	$3.43M	Buy	95,930 +4,875	+5%	+$170K	1.32%	18
2017 Q2	$3.17M	Buy	91,055 +5,915	+7%	+$204K	1.27%	23
2017 Q1	$2.92M	Buy	85,140 +3,150	+4%	+$107K	1.21%	24
2016 Q4	$2.71M	Buy	81,990 +185	+0.2%	+$5.87K	1.21%	24
2016 Q3	$2.53M	Buy	81,805 +3,105	+4%	+$96K	1.18%	28
2016 Q2	$2.35M	Buy	78,700 +2,565	+3%	+$75.2K	1.15%	28
2016 Q1	$2.2M	Sell	76,135 -630	-0.8%	-$16.8K	1.15%	29
2015 Q4	$2.14M	Buy	76,765 +2,495	+3%	+$71.3K	1.15%	28
2015 Q3	$2.03M	Buy	74,270 +4,000	+6%	+$116K	1.24%	23
2015 Q2	$2.11M	Buy	70,270 +4,605	+7%	+$140K	1.16%	22
2015 Q1	$2M	Buy	65,665 +1,310	+2%	+$38.8K	1.17%	26
2014 Q4	$1.86M	Buy	64,355 +245	+0.4%	+$6.88K	1.14%	27
2014 Q3	$1.75M	Buy	64,110 +3,950	+7%	+$111K	1.09%	29
2014 Q2	$1.72M	Buy	60,160 +5,950	+11%	+$163K	1.07%	27
2014 Q1	$1.49M	Buy	54,210 +6,750	+14%	+$182K	1.04%	32
2013 Q4	$1.27M	Buy	47,460 +5,750	+14%	+$148K	0.93%	39
2013 Q3	$1.04M	Buy	41,710 +6,000	+17%	+$146K	0.84%	45
2013 Q2	$825K	Buy	+35,710	New	+$829K	0.72%	53

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Telos Capital Management's IJH Position: Q2 2026 in Review

Telos Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, buying an estimated $237K and bringing the position to 193,305 shares worth $14.9M. The position accounts for 1.31% of the portfolio, ranked #22.

Telos Capital Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 1,034 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Telos Capital Management held 193,305 shares of iShares Core S&P Mid-Cap ETF worth $14.9M as of Q2 2026.
Telos Capital Management bought 3,236 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $237K.
iShares Core S&P Mid-Cap ETF made up 1.31% of Telos Capital Management's portfolio in Q2 2026, its #22 holding.
Telos Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,034 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.