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

Warner 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	$996K	Buy	12,921 +104	+0.8%	+$7.63K	0.29%	67
2026 Q1	$866K	Buy	12,817 +26	+0.2%	+$1.8K	0.3%	65
2025 Q4	$844K	Buy	12,791 +123	+1%	+$8.06K	0.29%	64
2025 Q3	$827K	Buy	12,668 +39	+0.3%	+$2.51K	0.31%	62
2025 Q2	$783K	Buy	12,629 +38	+0.3%	+$2.23K	0.32%	59
2025 Q1	$735K	Buy	12,591 +666	+6%	+$41.4K	0.33%	60
2024 Q4	$743K	Buy	11,925 +1,538	+15%	+$98.6K	0.32%	61
2024 Q3	$647K	Buy	10,387 +876	+9%	+$52.8K	0.29%	70
2024 Q2	$557K	Buy	9,511 +150	+2%	+$8.81K	0.27%	69
2024 Q1	$569K	Buy	9,361 +3,306	+55%	+$187K	0.29%	69
2023 Q4	$336K	Buy	+6,055	New	+$307K	0.19%	81

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Warner Financial's IJH Position: Q2 2026 in Review

Warner Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.81% in Q2 2026, buying an estimated $7.63K and bringing the position to 12,921 shares worth $996K. The position accounts for 0.29% of the portfolio, ranked #67.

Warner Financial first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,440 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Warner Financial held 12,921 shares of iShares Core S&P Mid-Cap ETF worth $996K as of Q2 2026.
Warner Financial bought 104 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.63K.
iShares Core S&P Mid-Cap ETF made up 0.29% of Warner Financial's portfolio in Q2 2026, its #67 holding.
Warner Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,440 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.