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

Wellspring 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	$4.43M	Buy	1,284,848 +15	+0%	+$1.1K	0.29%	36
2026 Q1	$4.03M	Buy	1,284,833 +9,275	+0.7%	+$643K	0.3%	40
2025 Q4	$3.36M	Sell	1,275,558 -12,141	-0.9%	-$795K	0.27%	38
2025 Q3	$4.13M	Sell	1,287,699 -6,196	-0.5%	-$398K	0.38%	30
2025 Q2	$4.37M	Buy	1,293,895 +2,373	+0.2%	+$139K	0.44%	30
2025 Q1	$4.05M	Sell	1,291,522 -211,743	-14%	-$13.1M	0.45%	27
2024 Q4	$4.96M	Buy	1,503,265 +12,267	+0.8%	+$787K	0.52%	27
2024 Q3	$4.94M	Buy	1,490,998 +213,087	+17%	+$12.9M	0.59%	27
2024 Q2	$3.3M	Sell	1,277,911 -2,765	-0.2%	-$162K	0.45%	30
2024 Q1	$3.54M	Sell	1,280,676 -4,989,014	-80%	-$282M	0.56%	28
2023 Q4	$4.14M	Sell	6,269,690 -5,255	-0.1%	-$267K	1.03%	26
2023 Q3	$4.11M	Sell	6,274,945 -770	-0%	-$40.4K	1.2%	25
2023 Q2	$4.29M	Sell	6,275,715 -5,045	-0.1%	-$251K	1.21%	25
2023 Q1	$4.41M	Sell	6,280,760 -325	-0%	-$16.6K	1.31%	21
2022 Q4	$4.32M	Sell	6,281,085 -2,785	-0%	-$135K	1.44%	21
2022 Q3	$4.15M	Sell	6,283,870 -4,075	-0.1%	-$197K	1.53%	20
2022 Q2	$4.43M	Sell	6,287,945 -54,200	-0.9%	-$2.68M	1.54%	20
2022 Q1	$7.93M	Sell	6,342,145 -51,900	-0.8%	-$2.76M	2.34%	15
2021 Q4	$11.2M	Buy	6,394,045 +2,831,975	+80%	+$158M	3.13%	10
2021 Q3	$9.27M	Buy	3,562,070 +3,412,070	+2,275%	+$184M	2.79%	11
2021 Q2	$8.06M	Buy	150,000 +72,420	+93%	+$3.91M	2.54%	13
2021 Q1	$2.23M	Sell	77,580 -56,110	-42%	-$2.8M	1.08%	18
2020 Q4	$6.14M	Sell	133,690 -7,720	-5%	-$325K	2.14%	15
2020 Q3	$5.24M	Buy	141,410 +1,665	+1%	+$62.2K	2.05%	15
2020 Q2	$4.97M	Buy	139,745 +62,165	+80%	+$2.06M	2.05%	16
2020 Q1	$2.23M	Buy	+77,580	New	+$2.88M	1.08%	18

Other funds holding IJH

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wellspring Financial Advisors's IJH Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0% in Q2 2026, buying an estimated $1.1K and bringing the position to 1,284,848 shares worth $4.43M. The position accounts for 0.29% of the portfolio, ranked #36.

Wellspring Financial Advisors first reported a position in IJH in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.2M in Q4 2021. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Wellspring Financial Advisors held 1,284,848 shares of iShares Core S&P Mid-Cap ETF worth $4.43M as of Q2 2026.
Wellspring Financial Advisors bought 15 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.1K.
iShares Core S&P Mid-Cap ETF made up 0.29% of Wellspring Financial Advisors's portfolio in Q2 2026, its #36 holding.
Wellspring Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $11.2M in Q4 2021.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.