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

XML 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 		$3.26M Buy
42,319
+1,391
+3% +$102K 0.24% 95
2026
Q1 		$2.76M Buy
40,928
+1,947
+5% +$135K 0.22% 98
2025
Q4 		$2.57M Sell
38,981
-557
-1% -$36.5K 0.21% 100
2025
Q3 		$2.58M Sell
39,538
-980
-2% -$63K 0.21% 98
2025
Q2 		$2.51M Buy
40,518
+1,028
+3% +$60.3K 0.22% 98
2025
Q1 		$2.3M Buy
39,490
+2,205
+6% +$137K 0.21% 101
2024
Q4 		$2.32M Buy
37,285
+6,985
+23% +$448K 0.21% 103
2024
Q3 		$1.89M Buy
30,300
+3,268
+12% +$197K 0.18% 121
2024
Q2 		$1.58M Sell
27,032
-251
-0.9% -$14.7K 0.16% 131
2024
Q1 		$1.66M Sell
27,283
-207
-0.8% -$11.7K 0.17% 126
2023
Q4 		$1.52M Sell
27,490
-135
-0.5% -$6.85K 0.16% 126
2023
Q3 		$1.38M Sell
27,625
-1,050
-4% -$55K 0.17% 126
2023
Q2 		$1.5M Buy
28,675
+230
+0.8% +$11.4K 0.17% 128
2023
Q1 		$1.42M Sell
28,445
-75
-0.3% -$3.82K 0.17% 122
2022
Q4 		$1.38M Buy
28,520
+120
+0.4% +$5.8K 0.17% 126
2022
Q3 		$1.25M Buy
28,400
+320
+1% +$15.5K 0.17% 124
2022
Q2 		$1.27M Buy
28,080
+90
+0.3% +$4.44K 0.29% 70
2022
Q1 		$1.5M Sell
27,990
-235
-0.8% -$12.5K 0.18% 122
2021
Q4 		$1.6M Buy
28,225
+485
+2% +$27K 0.19% 118
2021
Q3 		$1.46M Buy
27,740
+285
+1% +$15.3K 0.19% 118
2021
Q2 		$1.48M Buy
+27,455
New +$1.48M 0.32% 63
2021
Q1 		– Sell
-27,585
Closed -$1.27M – 220
2020
Q4 		$1.27M Buy
27,585
+150
+0.5% +$6.32K 0.33% 66
2020
Q3 		$1.02M Sell
27,435
-1,670
-6% -$62.4K 0.32% 74
2020
Q2 		$1.03M Buy
29,105
+350
+1% +$11.6K 0.36% 64
2020
Q1 		$827K Sell
28,755
-160
-0.6% -$5.95K 0.36% 72
2019
Q4 		$1.19M Buy
+28,915
New +$1.15M 0.43% 55

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

XML Financial's IJH Position: Q2 2026 in Review

XML Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q2 2026, buying an estimated $102K and bringing the position to 42,319 shares worth $3.26M. The position accounts for 0.24% of the portfolio, ranked #95.

XML Financial first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • XML Financial held 42,319 shares of iShares Core S&P Mid-Cap ETF worth $3.26M as of Q2 2026.
  • XML Financial bought 1,391 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $102K.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of XML Financial's portfolio in Q2 2026, its #95 holding.
  • XML Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.