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

Valued Wealth 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	$4.09K	Hold	53	–	–	﹤0.01%	488
2026 Q1	$3.58K	Hold	53	–	–	﹤0.01%	451
2025 Q4	$3.5K	Buy	53 +33	+165%	+$2.16K	﹤0.01%	346
2025 Q3	$1.31K	Hold	20	–	–	﹤0.01%	424
2025 Q2	$1.24K	Sell	20 -2,077	-99%	-$122K	﹤0.01%	421
2025 Q1	$122K	Buy	2,097 +8	+0.4%	+$497	0.07%	49
2024 Q4	$130K	Buy	+2,089	New	+$134K	0.08%	50

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

Valued Wealth Advisors's IJH Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 53 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Valued Wealth Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $130K in Q4 2024. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Valued Wealth Advisors held 53 shares of iShares Core S&P Mid-Cap ETF worth $4.09K as of Q2 2026.
Valued Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #488 holding.
Valued Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Valued Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $130K in Q4 2024.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.