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

Walkner Condon 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	$26.4M	Buy	342,324 +30,595	+10%	+$2.24M	3.03%	4
2026 Q1	$21M	Buy	311,729 +24,511	+9%	+$1.7M	2.77%	6
2025 Q4	$19M	Buy	287,218 +57,490	+25%	+$3.77M	2.63%	6
2025 Q3	$15M	Sell	229,728 -198	-0.1%	-$12.7K	2.37%	8
2025 Q2	$14.3M	Buy	229,926 +23,039	+11%	+$1.35M	2.62%	7
2025 Q1	$12.1M	Buy	206,887 +140,050	+210%	+$8.7M	2.44%	11
2024 Q4	$4.16M	Buy	66,837 +82	+0.1%	+$5.26K	0.85%	31
2024 Q3	$4.16M	Buy	66,755 +27,554	+70%	+$1.66M	0.85%	30
2024 Q2	$2.45M	Sell	39,201 -3,376	-8%	-$198K	0.53%	49
2024 Q1	$2.59M	Buy	42,577 +1,337	+3%	+$75.7K	0.55%	49
2023 Q4	$2.29M	Buy	41,240 +10,140	+33%	+$514K	0.52%	54
2023 Q3	$1.55M	Buy	31,100 +3,710	+14%	+$194K	0.41%	63
2023 Q2	$1.43M	Sell	27,390 -430	-2%	-$21.4K	0.38%	65
2023 Q1	$1.39M	Buy	27,820 +2,165	+8%	+$110K	0.39%	62
2022 Q4	$1.24M	Buy	25,655 +3,350	+15%	+$162K	0.37%	63
2022 Q3	$978K	Buy	22,305 +4,690	+27%	+$227K	0.32%	71
2022 Q2	$797K	Buy	17,615 +1,145	+7%	+$56.5K	0.25%	86
2022 Q1	$884K	Buy	16,470 +5,110	+45%	+$272K	0.25%	81
2021 Q4	$643K	Buy	11,360 +200	+2%	+$11.1K	0.42%	59
2021 Q3	$587K	Buy	11,160 +3,115	+39%	+$168K	0.29%	74
2021 Q2	$432K	Buy	8,045 +775	+11%	+$41.8K	0.16%	110
2021 Q1	$379K	Buy	7,270 +245	+3%	+$12.2K	0.15%	116
2020 Q4	$323K	Buy	7,025 +185	+3%	+$7.79K	0.14%	101
2020 Q3	$254K	Buy	+6,840	New	+$256K	0.14%	107

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

Walkner Condon Financial Advisors's IJH Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.8% in Q2 2026, buying an estimated $2.24M and bringing the position to 342,324 shares worth $26.4M. The position accounts for 3.03% of the portfolio, ranked #4.

Walkner Condon Financial Advisors first reported a position in IJH in Q3 2020 and has held it in 24 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Walkner Condon Financial Advisors held 342,324 shares of iShares Core S&P Mid-Cap ETF worth $26.4M as of Q2 2026.
Walkner Condon Financial Advisors bought 30,595 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.24M.
iShares Core S&P Mid-Cap ETF made up 3.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #4 holding.
Walkner Condon Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.