True North Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

True North Advisors’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	$275K	Sell	3,573 -733	-17%	-$53.8K	0.03%	241
2026 Q1	$291K	Buy	4,306 +61	+1%	+$4.23K	0.03%	211
2025 Q4	$280K	Buy	4,245 +646	+18%	+$42.3K	0.04%	219
2025 Q3	$235K	Buy	+3,599	New	+$231K	0.04%	202
2025 Q2	–	Sell	-3,825	Closed	-$223K	–	246
2025 Q1	$223K	Buy	+3,825	New	+$238K	0.04%	226

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

True North Advisors's IJH Position: Q2 2026 in Review

True North Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $53.8K and leaving 3,573 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #241.

True North Advisors first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. The position peaked at $291K in Q1 2026. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

True North Advisors held 3,573 shares of iShares Core S&P Mid-Cap ETF worth $275K as of Q2 2026.
True North Advisors sold 733 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $53.8K.
iShares Core S&P Mid-Cap ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #241 holding.
True North Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
True North Advisors's iShares Core S&P Mid-Cap ETF position peaked at $291K in Q1 2026.
845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.