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

Values Added Financial’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	$456K	Hold	5,911	–	–	0.16%	88
2026 Q1	$399K	Hold	5,911	–	–	0.17%	85
2025 Q4	$390K	Hold	5,911	–	–	0.16%	85
2025 Q3	$386K	Sell	5,911 -825	-12%	-$53K	0.17%	83
2025 Q2	$418K	Hold	6,736	–	–	0.2%	79
2025 Q1	$393K	Sell	6,736 -665	-9%	-$41.3K	0.22%	79
2024 Q4	$461K	Hold	7,401	–	–	0.27%	69
2024 Q3	$461K	Hold	7,401	–	–	0.29%	60
2024 Q2	$433K	Buy	7,401 +825	+13%	+$48.5K	0.31%	58
2024 Q1	$399K	Buy	6,576 +1	+0%	+$57	0.31%	57
2023 Q4	$364K	Buy	+6,575	New	+$333K	0.3%	59

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Values Added Financial's IJH Position: Q2 2026 in Review

Values Added Financial held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,911 shares worth $456K. The position accounts for 0.16% of the portfolio, ranked #88.

Values Added Financial first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $461K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Values Added Financial held 5,911 shares of iShares Core S&P Mid-Cap ETF worth $456K as of Q2 2026.
Values Added Financial left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.16% of Values Added Financial's portfolio in Q2 2026, its #88 holding.
Values Added Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Values Added Financial's iShares Core S&P Mid-Cap ETF position peaked at $461K in Q3 2024.
1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.