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

Valeo 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	$236M	Sell	3,198,871 -14,109	-0.4%	-$1.04M	4.99%	4
2026 Q1	$210M	Sell	3,212,980 -133,028	-4%	-$9.23M	5.01%	3
2025 Q4	$214M	Sell	3,346,008 -351,833	-10%	-$23M	4.75%	3
2025 Q3	$241M	Buy	3,697,841 +65,084	+2%	+$4.18M	5.49%	3
2025 Q2	$225M	Buy	3,632,757 +160,857	+5%	+$9.44M	5.53%	3
2025 Q1	$202M	Buy	3,471,900 +332,514	+11%	+$20.6M	5.64%	3
2024 Q4	$196M	Buy	3,139,386 +282,865	+10%	+$18.1M	5.44%	3
2024 Q3	$164M	Buy	2,856,521 +1,479,710	+107%	+$89.2M	4.68%	3
2024 Q2	$80.6M	Buy	1,376,811 +1,312,132	+2,029%	+$77.1M	2.52%	11
2024 Q1	$3.74M	Buy	64,679 +2,779	+4%	+$157K	0.13%	85
2023 Q4	$3.43M	Buy	61,900 +1,955	+3%	+$99.2K	0.14%	87
2023 Q3	$2.99M	Buy	59,945 +1,390	+2%	+$72.8K	0.14%	88
2023 Q2	$3.06M	Sell	58,555 -435	-0.7%	-$21.6K	0.14%	88
2023 Q1	$2.95M	Buy	58,990 +4,370	+8%	+$223K	0.14%	91
2022 Q4	$2.64M	Sell	54,620 -1,635	-3%	-$79K	0.15%	90
2022 Q3	$2.47M	Buy	56,255 +100	+0.2%	+$4.83K	0.16%	89
2022 Q2	$2.54M	Sell	56,155 -4,910	-8%	-$242K	0.16%	84
2022 Q1	$3.28M	Buy	61,065 +2,890	+5%	+$154K	0.17%	83
2021 Q4	$3.29M	Buy	58,175 +2,360	+4%	+$131K	0.18%	76
2021 Q3	$2.94M	Buy	55,815 +8,845	+19%	+$476K	0.17%	87
2021 Q2	$2.52M	Buy	46,970 +605	+1%	+$32.7K	0.15%	90
2021 Q1	$2.41M	Sell	46,365 -615	-1%	-$30.7K	0.11%	107
2020 Q4	$2.16M	Buy	46,980 +945	+2%	+$39.8K	0.11%	99
2020 Q3	$1.71M	Sell	46,035 -2,405	-5%	-$89.9K	0.15%	92
2020 Q2	$1.72M	Sell	48,440 -12,225	-20%	-$406K	0.16%	89
2020 Q1	$1.9M	Sell	60,665 -2,910	-5%	-$108K	0.2%	71
2019 Q4	$2.62M	Buy	63,575 +2,375	+4%	+$94.1K	0.25%	60
2019 Q3	$2.37M	Buy	61,200 +10,445	+21%	+$401K	0.26%	62
2019 Q2	$1.97M	Buy	50,755 +6,295	+14%	+$241K	0.23%	70
2019 Q1	$1.68M	Sell	44,460 -450	-1%	-$16.6K	0.2%	83
2018 Q4	$1.49M	Buy	44,910 +2,300	+5%	+$83.9K	0.21%	78
2018 Q3	$1.55M	Sell	42,610 -125	-0.3%	-$5.02K	0.21%	80
2018 Q2	$1.7M	Buy	42,735 +11,220	+36%	+$433K	0.24%	71
2018 Q1	$1.18M	Buy	31,515 +5,865	+23%	+$224K	0.19%	90
2017 Q4	$973K	Buy	25,650 +8,690	+51%	+$321K	0.16%	102
2017 Q3	$607K	Buy	+16,960	New	+$591K	0.14%	112

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Valeo Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.44% in Q2 2026, selling an estimated $1.04M and leaving 3,198,871 shares worth $236M. The position accounts for 4.99% of the portfolio, ranked #4.

Valeo Financial Advisors first reported a position in IJH in Q3 2017 and has held it in 36 quarters since. The position peaked at $241M in Q3 2025. 810 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Valeo Financial Advisors held 3,198,871 shares of iShares Core S&P Mid-Cap ETF worth $236M as of Q2 2026.
Valeo Financial Advisors sold 14,109 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.04M.
iShares Core S&P Mid-Cap ETF made up 4.99% of Valeo Financial Advisors's portfolio in Q2 2026, its #4 holding.
Valeo Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $241M in Q3 2025.
810 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.