Advus Financial Partners, LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Advus Financial Partners, LLC’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	$2.91M	Sell	37,774 -621	-2%	-$45.6K	0.66%	35
2026 Q1	$2.59M	Sell	38,395 -5,081	-12%	-$352K	0.65%	32
2025 Q4	$2.87M	Sell	43,476 -43	-0.1%	-$2.82K	0.7%	32
2025 Q3	$2.84M	Sell	43,519 -168	-0.4%	-$10.8K	0.68%	31
2025 Q2	$2.71M	Sell	43,687 -725	-2%	-$42.6K	0.69%	28
2025 Q1	$2.59M	Sell	44,412 -547	-1%	-$34K	0.73%	28
2024 Q4	$2.8M	Sell	44,959 -4,779	-10%	-$307K	0.79%	26
2024 Q3	$3.1M	Sell	49,738 -760	-2%	-$45.8K	0.88%	24
2024 Q2	$2.96M	Sell	50,498 -519	-1%	-$30.5K	0.9%	23
2024 Q1	$3.1M	Sell	51,017 -1,538	-3%	-$87.1K	0.96%	22
2023 Q4	$2.91M	Sell	52,555 -2,295	-4%	-$116K	1%	20
2023 Q3	$2.74M	Sell	54,850 -4,125	-7%	-$216K	1.08%	22
2023 Q2	$3.08M	Sell	58,975 -3,660	-6%	-$182K	1.19%	22
2023 Q1	$3.13M	Sell	62,635 -21,365	-25%	-$1.09M	1.3%	20
2022 Q4	$4.06M	Sell	84,000 -2,245	-3%	-$108K	1.77%	15
2022 Q3	$3.78M	Sell	86,245 -1,495	-2%	-$72.3K	2.01%	13
2022 Q2	$3.97M	Sell	87,740 -6,600	-7%	-$326K	2.09%	13
2022 Q1	$5.06M	Buy	+94,340	New	+$5.02M	2.58%	11
2021 Q3	$5.41M	Buy	+95,570	New	+$5.14M	2.98%	9

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

Advus Financial Partners, LLC's IJH Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, selling an estimated $45.6K and leaving 37,774 shares worth $2.91M. The position accounts for 0.66% of the portfolio, ranked #35.

Advus Financial Partners, LLC first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.41M in Q3 2021. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Advus Financial Partners, LLC held 37,774 shares of iShares Core S&P Mid-Cap ETF worth $2.91M as of Q2 2026.
Advus Financial Partners, LLC sold 621 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $45.6K.
iShares Core S&P Mid-Cap ETF made up 0.66% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #35 holding.
Advus Financial Partners, LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
Advus Financial Partners, LLC's iShares Core S&P Mid-Cap ETF position peaked at $5.41M in Q3 2021.
2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.