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United Advisor Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

United Advisor Group’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 		$1.29M Buy
16,687
+1,621
+11% +$119K 0.14% 175
2026
Q1 		$1.02M Buy
15,066
+5,251
+53% +$364K 0.13% 187
2025
Q4 		$648K Sell
9,815
-674
-6% -$44.2K 0.08% 242
2025
Q3 		$685K Buy
10,489
+715
+7% +$45.9K 0.09% 219
2025
Q2 		$606K Buy
9,774
+4
+0% +$235 0.1% 194
2025
Q1 		$570K Sell
9,770
-137
-1% -$8.51K 0.12% 169
2024
Q4 		$617K Sell
9,907
-474
-5% -$30.4K 0.12% 172
2024
Q3 		$647K Buy
10,381
+4,442
+75% +$268K 0.15% 148
2024
Q2 		$348K Buy
5,939
+2,529
+74% +$149K 0.11% 181
2024
Q1 		$207K Buy
+3,410
New +$193K 0.08% 205

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Advisor Group's IJH Position: Q2 2026 in Review

United Advisor Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, buying an estimated $119K and bringing the position to 16,687 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #175.

United Advisor Group first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • United Advisor Group held 16,687 shares of iShares Core S&P Mid-Cap ETF worth $1.29M as of Q2 2026.
  • United Advisor Group bought 1,621 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $119K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of United Advisor Group's portfolio in Q2 2026, its #175 holding.
  • United Advisor Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.