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

WestHill 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	$324K	Sell	4,200 -12	-0.3%	-$880	0.06%	62
2026 Q1	$284K	Sell	4,212 -184	-4%	-$12.8K	0.05%	62
2025 Q4	$290K	Sell	4,396 -151	-3%	-$9.89K	0.06%	63
2025 Q3	$297K	Sell	4,547 -28	-0.6%	-$1.8K	0.06%	58
2025 Q2	$284K	Buy	4,575 +375	+9%	+$22K	0.06%	59
2025 Q1	$245K	Buy	4,200 +3	+0.1%	+$186	0.06%	62
2024 Q4	$261K	Buy	4,197 +5	+0.1%	+$321	0.06%	62
2024 Q3	$261K	Sell	4,192 -150	-3%	-$9.05K	0.06%	61
2024 Q2	$254K	Sell	4,342 -32	-0.7%	-$1.88K	0.06%	61
2024 Q1	$266K	Sell	4,374 -1	-0%	-$57	0.07%	63
2023 Q4	$242K	Buy	4,375 +10	+0.2%	+$507	0.06%	61
2023 Q3	$218K	Sell	4,365 -35	-0.8%	-$1.83K	0.06%	61
2023 Q2	$230K	Sell	4,400 -25	-0.6%	-$1.24K	0.07%	58
2023 Q1	$221K	Buy	4,425 +5	+0.1%	+$255	0.07%	57
2022 Q4	$214K	Buy	4,420 +10	+0.2%	+$483	0.07%	57
2022 Q3	$193K	Sell	4,410 -640	-13%	-$30.9K	0.07%	58
2022 Q2	$228K	Buy	5,050 +5	+0.1%	+$247	0.08%	59
2022 Q1	$271K	Buy	5,045 +425	+9%	+$22.6K	0.08%	55
2021 Q4	$262K	Buy	4,620 +180	+4%	+$10K	0.07%	61
2021 Q3	$233K	Buy	+4,440	New	+$239K	0.07%	56
2021 Q1	$231K	Sell	4,440 -1,330	-23%	-$66.4K	0.08%	48
2020 Q4	$265K	Buy	+5,770	New	+$243K	0.1%	40

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

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

WestHill Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.28% in Q2 2026, selling an estimated $880 and leaving 4,200 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #62.

WestHill Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

WestHill Financial Advisors held 4,200 shares of iShares Core S&P Mid-Cap ETF worth $324K as of Q2 2026.
WestHill Financial Advisors sold 12 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $880.
iShares Core S&P Mid-Cap ETF made up 0.06% of WestHill Financial Advisors's portfolio in Q2 2026, its #62 holding.
WestHill Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.