RAFFA WEALTH MANAGEMENT, LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$56.1K	Hold	728	–	–	0.01%	165
2026 Q1	$49.2K	Hold	728	–	–	0.01%	167
2025 Q4	$48K	Buy	+728	New	+$47.7K	0.01%	167
2024 Q4	–	Sell	-245	Closed	-$15.3K	–	1126
2024 Q3	$15.3K	Sell	245 -6,572	-96%	-$396K	﹤0.01%	266
2024 Q2	$399K	Buy	6,817 +6,572	+2,682%	+$386K	0.11%	60
2024 Q1	$14.9K	Hold	245	–	–	﹤0.01%	364
2023 Q4	$13.6K	Hold	245	–	–	﹤0.01%	251
2023 Q3	$12.2K	Sell	245 -255	-51%	-$13.4K	﹤0.01%	246
2023 Q2	$26.1K	Sell	500 -1,000	-67%	-$49.7K	0.01%	179
2023 Q1	$75K	Hold	1,500	–	–	0.03%	118
2022 Q4	$72.6K	Hold	1,500	–	–	0.03%	111
2022 Q3	$65.8K	Hold	1,500	–	–	0.03%	120
2022 Q2	$67.9K	Hold	1,500	–	–	0.03%	117
2022 Q1	$80.5K	Hold	1,500	–	–	0.03%	106
2021 Q4	$84.9K	Hold	1,500	–	–	0.03%	107
2021 Q3	$78.9K	Hold	1,500	–	–	0.03%	89
2021 Q2	$80.6K	Sell	1,500 -5,505	-79%	-$297K	0.03%	90
2021 Q1	$365K	Buy	7,005 +2,170	+45%	+$108K	0.13%	42
2020 Q4	$222K	Buy	4,835 +85	+2%	+$3.58K	0.08%	58
2020 Q3	$176K	Buy	4,750 +240	+5%	+$8.97K	0.07%	62
2020 Q2	$160K	Buy	4,510 +20	+0.4%	+$664	0.06%	66
2020 Q1	$129K	Buy	4,490 +3,490	+349%	+$130K	0.05%	70
2019 Q4	$41.2K	Sell	1,000 -500	-33%	-$19.8K	0.01%	144
2019 Q3	$58K	Buy	+1,500	New	+$57.6K	0.02%	119
2019 Q2	–	Sell	-3,000	Closed	-$114K	–	1036
2019 Q1	$114K	Buy	3,000 +250	+9%	+$9.23K	0.05%	79
2018 Q4	$91.3K	Buy	2,750 +500	+22%	+$18.2K	0.03%	99
2018 Q3	$90.6K	Buy	2,250 +500	+29%	+$20.1K	0.03%	106
2018 Q2	$68.2K	Hold	1,750	–	–	0.03%	110
2018 Q1	$65.7K	Buy	1,750 +125	+8%	+$4.78K	0.02%	104
2017 Q4	$61.7K	Buy	1,625 +875	+117%	+$32.4K	0.02%	107
2017 Q3	$26.8K	Hold	750	–	–	0.01%	160
2017 Q2	$26.1K	Sell	750 -135	-15%	-$4.66K	0.01%	159
2017 Q1	$30.3K	Sell	885 -160	-15%	-$5.45K	0.01%	124
2016 Q4	$34.6K	Buy	1,045 +530	+103%	+$16.8K	0.02%	120
2016 Q3	$15.9K	Buy	515 +300	+140%	+$9.27K	0.01%	152
2016 Q2	$6.42K	Buy	+215	New	+$6.31K	﹤0.01%	198
2015 Q4	–	Sell	-500	Closed	-$13.7K	–	864
2015 Q3	$13.7K	Hold	500	–	–	0.01%	155
2015 Q2	$15K	Buy	+500	New	+$15.3K	0.01%	143

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

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

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IJH Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 728 shares worth $56.1K. The position accounts for 0.01% of the portfolio, ranked #165.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IJH in Q2 2015 and has held it in 38 quarters since. The position peaked at $399K in Q2 2024. 1,131 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 728 shares of iShares Core S&P Mid-Cap ETF worth $56.1K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC 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 RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #165 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 38 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares Core S&P Mid-Cap ETF position peaked at $399K in Q2 2024.
1,131 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.