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

West 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	$29.6M	Buy	384,262 +11,112	+3%	+$815K	4.5%	7
2026 Q1	$25.2M	Buy	373,150 +10,401	+3%	+$722K	4.28%	8
2025 Q4	$23.9M	Sell	362,749 -7,942	-2%	-$520K	4.04%	8
2025 Q3	$24.2M	Sell	370,691 -17,346	-4%	-$1.11M	4%	8
2025 Q2	$24.1M	Sell	388,037 -15,047	-4%	-$883K	4.19%	7
2025 Q1	$23.5M	Buy	403,084 +11,672	+3%	+$725K	4.47%	7
2024 Q4	$24.4M	Sell	391,412 -304	-0.1%	-$19.5K	4.7%	6
2024 Q3	$24.4M	Buy	391,716 +39,783	+11%	+$2.4M	4.71%	6
2024 Q2	$20.6M	Buy	351,933 +3,246	+0.9%	+$191K	4.28%	6
2024 Q1	$21.2M	Buy	348,687 +662	+0.2%	+$37.5K	4.54%	6
2023 Q4	$19.3M	Sell	348,025 -8,975	-3%	-$455K	4.4%	6
2023 Q3	$17.8M	Buy	357,000 +8,005	+2%	+$419K	4.47%	6
2023 Q2	$18.3M	Buy	348,995 +11,580	+3%	+$576K	4.49%	6
2023 Q1	$16.9M	Buy	337,415 +7,355	+2%	+$375K	4.42%	5
2022 Q4	$16M	Buy	330,060 +3,945	+1%	+$191K	4.46%	5
2022 Q3	$14.3M	Sell	326,115 -255	-0.1%	-$12.3K	4.29%	7
2022 Q2	$14.8M	Buy	326,370 +42,135	+15%	+$2.08M	4.29%	7
2022 Q1	$15.3M	Sell	284,235 -73,085	-20%	-$3.89M	4.01%	8
2021 Q4	$20.2M	Buy	357,320 +10,525	+3%	+$586K	5.43%	6
2021 Q3	$18.2M	Buy	346,795 +11,960	+4%	+$643K	5.34%	5
2021 Q2	$18M	Buy	334,835 +25,515	+8%	+$1.38M	5.5%	5
2021 Q1	$16.1M	Buy	309,320 +5,440	+2%	+$272K	5.4%	6
2020 Q4	$14M	Buy	+303,880	New	+$12.8M	4.95%	6

Other funds holding IJH

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

OWM

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

SFG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

West Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, buying an estimated $815K and bringing the position to 384,262 shares worth $29.6M. The position accounts for 4.5% of the portfolio, ranked #7.

West Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 822 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

West Financial Advisors held 384,262 shares of iShares Core S&P Mid-Cap ETF worth $29.6M as of Q2 2026.
West Financial Advisors bought 11,112 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $815K.
iShares Core S&P Mid-Cap ETF made up 4.5% of West Financial Advisors's portfolio in Q2 2026, its #7 holding.
West Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
822 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.