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Toth Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Toth Financial Advisory’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 		$146K Buy
1,888
+233
+14% +$17.1K 0.01% 262
2026
Q1 		$112K Sell
1,655
-116
-7% -$8.05K 0.01% 268
2025
Q4 		$117K Buy
1,771
+113
+7% +$7.4K 0.01% 249
2025
Q3 		$108K Hold
1,658
– – 0.01% 258
2025
Q2 		$103K Hold
1,658
– – 0.01% 240
2025
Q1 		$96.7K Hold
1,658
– – 0.01% 241
2024
Q4 		$103K Hold
1,658
– – 0.01% 235
2024
Q3 		$103K Sell
1,658
-37
-2% -$2.23K 0.01% 232
2024
Q2 		$99.2K Hold
1,695
– – 0.01% 241
2024
Q1 		$103K Sell
1,695
-85
-5% -$4.81K 0.01% 237
2023
Q4 		$98.7K Buy
1,780
+85
+5% +$4.31K 0.01% 237
2023
Q3 		$84.5K Buy
1,695
+1,090
+180% +$57.1K 0.01% 225
2023
Q2 		$31.6K Hold
605
– – ﹤0.01% 325
2023
Q1 		$30.3K Hold
605
– – ﹤0.01% 330
2022
Q4 		$29.3K Hold
605
– – ﹤0.01% 339
2022
Q3 		$27K Buy
605
+495
+450% +$23.9K ﹤0.01% 346
2022
Q2 		$5K Sell
110
-250
-69% -$12.3K ﹤0.01% 508
2022
Q1 		$19K Buy
360
+250
+227% +$13.3K ﹤0.01% 394
2021
Q4 		$6K Hold
110
– – ﹤0.01% 539
2021
Q3 		$6K Sell
110
-15
-12% -$807 ﹤0.01% 538
2021
Q2 		$7K Hold
125
– – ﹤0.01% 487
2021
Q1 		$7K Hold
125
– – ﹤0.01% 494
2020
Q4 		$6K Hold
125
– – ﹤0.01% 447
2020
Q3 		$5K Hold
125
– – ﹤0.01% 429
2020
Q2 		$4K Sell
125
-105
-46% -$3.49K ﹤0.01% 424
2020
Q1 		$7K Hold
230
– – ﹤0.01% 303
2019
Q4 		$9K Buy
+230
New +$9.12K ﹤0.01% 315

Other funds holding IJH

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
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Toth Financial Advisory's IJH Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,888 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #262.

Toth Financial Advisory first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Toth Financial Advisory held 1,888 shares of iShares Core S&P Mid-Cap ETF worth $146K as of Q2 2026.
  • Toth Financial Advisory bought 233 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #262 holding.
  • Toth Financial Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.