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

West Paces 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 		$65.7M Buy
852,655
+11,543
+1% +$847K 11.03% 2
2026
Q1 		$56.8M Sell
841,112
-6,027
-0.7% -$418K 11% 2
2025
Q4 		$55.9M Sell
847,139
-5,468
-0.6% -$358K 10.81% 2
2025
Q3 		$55.6M Sell
852,607
-4,988
-0.6% -$321K 11.07% 2
2025
Q2 		$53.2M Buy
857,595
+11,034
+1% +$648K 11.32% 2
2025
Q1 		$49.4M Buy
846,561
+15,818
+2% +$982K 11.25% 1
2024
Q4 		$51.8M Buy
830,743
+6,383
+0.8% +$409K 12.64% 1
2024
Q3 		$51.4M Buy
824,360
+9,230
+1% +$557K 12.58% 1
2024
Q2 		$47.7M Buy
815,130
+2,429
+0.3% +$143K 12.44% 1
2024
Q1 		$49.4M Buy
812,701
+13,621
+2% +$771K 13.01% 1
2023
Q4 		$44.3M Buy
799,080
+260
+0% +$13.2K 12.45% 1
2023
Q3 		$39.8M Buy
798,820
+1,930
+0.2% +$101K 12.48% 1
2023
Q2 		$41.7M Buy
796,890
+26,155
+3% +$1.3M 12.28% 1
2023
Q1 		$38.6M Sell
770,735
-11,980
-2% -$610K 11.98% 1
2022
Q4 		$37.9M Buy
782,715
+31,645
+4% +$1.53M 12.05% 1
2022
Q3 		$32.9M Buy
751,070
+43,165
+6% +$2.09M 11.71% 2
2022
Q2 		$32M Buy
707,905
+21,870
+3% +$1.08M 10.9% 2
2022
Q1 		$36.8M Buy
686,035
+24,130
+4% +$1.28M 11.48% 2
2021
Q4 		$37.5M Buy
661,905
+31,190
+5% +$1.74M 11.69% 2
2021
Q3 		$33.2M Buy
630,715
+13,525
+2% +$728K 11.64% 2
2021
Q2 		$33.2M Buy
617,190
+27,640
+5% +$1.49M 12.2% 1
2021
Q1 		$30.7M Buy
589,550
+49,600
+9% +$2.48M 12.33% 2
2020
Q4 		$24.8M Buy
539,950
+60,335
+13% +$2.54M 11.05% 2
2020
Q3 		$17.8M Buy
479,615
+11,455
+2% +$428K 9.09% 3
2020
Q2 		$16.6M Buy
468,160
+173,975
+59% +$5.78M 9% 3
2020
Q1 		$8.46M Sell
294,185
-66,890
-19% -$2.49M 5.37% 5
2019
Q4 		$14.9M Buy
361,075
+28,450
+9% +$1.13M 8.09% 3
2019
Q3 		$12.9M Buy
332,625
+17,415
+6% +$669K 7.68% 2
2019
Q2 		$12.2M Buy
315,210
+44,380
+16% +$1.7M 7.65% 3
2019
Q1 		$10.3M Buy
270,830
+47,355
+21% +$1.75M 7.19% 3
2018
Q4 		$7.42M Sell
223,475
-26,965
-11% -$984K 5.72% 3
2018
Q3 		$10.1M Buy
250,440
+7,175
+3% +$288K 7.26% 2
2018
Q2 		$9.48M Buy
243,265
+12,625
+5% +$488K 7.09% 2
2018
Q1 		$8.65M Buy
230,640
+3,235
+1% +$124K 6.44% 2
2017
Q4 		$8.63M Buy
227,405
+2,515
+1% +$93K 6.39% 2
2017
Q3 		$8.05M Buy
224,890
+14,525
+7% +$506K 6.07% 2
2017
Q2 		$7.32M Buy
210,365
+2,495
+1% +$86.1K 5.81% 3
2017
Q1 		$7.12M Buy
207,870
+202,695
+3,917% +$6.9M 5.68% 3
2016
Q4 		$171K Buy
+5,175
New +$164K 0.16% 113

Other funds holding IJH

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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

West Paces Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, buying an estimated $847K and bringing the position to 852,655 shares worth $65.7M. The position accounts for 11.03% of the portfolio, ranked #2.

West Paces Advisors first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • West Paces Advisors held 852,655 shares of iShares Core S&P Mid-Cap ETF worth $65.7M as of Q2 2026.
  • West Paces Advisors bought 11,543 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $847K.
  • iShares Core S&P Mid-Cap ETF made up 11.03% of West Paces Advisors's portfolio in Q2 2026, its #2 holding.
  • West Paces Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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