Valley National Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Valley National Advisers’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	$1K	Buy	+13	New	+$954	﹤0.01%	878
2022 Q1	–	Sell	-245	Closed	-$14K	–	948
2021 Q4	$14K	Hold	245	–	–	﹤0.01%	552
2021 Q3	$13K	Hold	245	–	–	﹤0.01%	546
2021 Q2	$13K	Buy	+245	New	+$13.2K	﹤0.01%	542
2019 Q4	–	Sell	-445	Closed	-$17K	–	778
2019 Q3	$17K	Buy	+445	New	+$17.1K	﹤0.01%	448
2016 Q3	–	Sell	-1,775	Closed	-$53K	–	678
2016 Q2	$53K	Hold	1,775	–	–	0.03%	226
2016 Q1	$51K	Hold	1,775	–	–	0.03%	231
2015 Q4	$49K	Hold	1,775	–	–	0.03%	223
2015 Q3	$48K	Hold	1,775	–	–	0.03%	227
2015 Q2	$53K	Hold	1,775	–	–	0.03%	225
2015 Q1	$54K	Hold	1,775	–	–	0.03%	215
2014 Q4	$48K	Buy	+1,775	New	+$49.9K	0.04%	165

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Valley National Advisers's IJH Position: Q2 2026 in Review

Valley National Advisers opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in IJH as recently as Q4 2021.

Valley National Advisers first reported a position in IJH in Q4 2014 and has held it in 12 quarters since. The position peaked at $54K in Q1 2015. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Valley National Advisers held 13 shares of iShares Core S&P Mid-Cap ETF worth $1K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Valley National Advisers position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #878 holding.
Valley National Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 12 quarters since.
Valley National Advisers's iShares Core S&P Mid-Cap ETF position peaked at $54K in Q1 2015.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.