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

Traub 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	$1.05M	Hold	13,627	–	–	0.94%	28
2026 Q1	$920K	Sell	13,627 -100	-0.7%	-$6.94K	0.91%	28
2025 Q4	$906K	Sell	13,727 -250	-2%	-$16.4K	0.87%	29
2025 Q3	$912K	Buy	13,977 +380	+3%	+$24.4K	0.9%	31
2025 Q2	$843K	Buy	+13,597	New	+$798K	0.78%	30

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

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

Traub Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 13,627 shares worth $1.05M. The position accounts for 0.94% of the portfolio, ranked #28.

Traub Capital Management first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Traub Capital Management held 13,627 shares of iShares Core S&P Mid-Cap ETF worth $1.05M as of Q2 2026.
Traub Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.94% of Traub Capital Management's portfolio in Q2 2026, its #28 holding.
Traub Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Traub Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.