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

Trademark Financial 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	$336K	Sell	4,356 -126	-3%	-$9.24K	0.14%	89
2026 Q1	$303K	Buy	4,482 +91	+2%	+$6.31K	0.15%	88
2025 Q4	$290K	Sell	4,391 -170	-4%	-$11.1K	0.16%	85
2025 Q3	$298K	Sell	4,561 -24	-0.5%	-$1.54K	0.17%	80
2025 Q2	$284K	Sell	4,585 -71	-2%	-$4.17K	0.17%	76
2025 Q1	$272K	Sell	4,656 -561	-11%	-$34.8K	0.21%	76
2024 Q4	$325K	Buy	5,217 +51	+1%	+$3.27K	0.26%	70
2024 Q3	$322K	Buy	5,166 +1,120	+28%	+$67.5K	0.26%	70
2024 Q2	$237K	Sell	4,046 -63	-2%	-$3.7K	0.19%	79
2024 Q1	$250K	Sell	4,109 -221	-5%	-$12.5K	0.21%	74
2023 Q4	$240K	Buy	+4,330	New	+$220K	0.18%	83

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Trademark Financial Management's IJH Position: Q2 2026 in Review

Trademark Financial Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, selling an estimated $9.24K and leaving 4,356 shares worth $336K. The position accounts for 0.14% of the portfolio, ranked #89.

Trademark Financial Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,434 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Trademark Financial Management held 4,356 shares of iShares Core S&P Mid-Cap ETF worth $336K as of Q2 2026.
Trademark Financial Management sold 126 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.24K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Trademark Financial Management's portfolio in Q2 2026, its #89 holding.
Trademark Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,434 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.