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

Uptown Financial 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	$1.11M	Sell	14,333 -2	-0%	-$147	0.73%	25
2026 Q1	$968K	Sell	14,335 -125	-0.9%	-$8.67K	0.77%	24
2025 Q4	$954K	Buy	14,460 +1,500	+12%	+$98.3K	0.68%	27
2025 Q3	$846K	Sell	12,960 -143	-1%	-$9.19K	0.7%	29
2025 Q2	$813K	Sell	13,103 -39	-0.3%	-$2.29K	0.7%	29
2025 Q1	$767K	Hold	13,142	–	–	0.78%	25
2024 Q4	$819K	Buy	+13,142	New	+$843K	0.88%	23

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

Uptown Financial Advisors's IJH Position: Q2 2026 in Review

Uptown Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q2 2026, selling an estimated $147 and leaving 14,333 shares worth $1.11M. The position accounts for 0.73% of the portfolio, ranked #25.

Uptown Financial Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Uptown Financial Advisors held 14,333 shares of iShares Core S&P Mid-Cap ETF worth $1.11M as of Q2 2026.
Uptown Financial Advisors sold 2 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $147.
iShares Core S&P Mid-Cap ETF made up 0.73% of Uptown Financial Advisors's portfolio in Q2 2026, its #25 holding.
Uptown Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.