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Yanni & Associates Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Yanni & Associates Investment 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 		$5.84M Buy
75,726
+144
+0.2% +$10.6K 5.39% 6
2026
Q1 		$5.1M Buy
75,582
+722
+1% +$50.1K 5.29% 7
2025
Q4 		$4.94M Buy
+74,860
New +$4.9M 4.94% 7

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

Yanni & Associates Investment Advisors's IJH Position: Q2 2026 in Review

Yanni & Associates Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.19% in Q2 2026, buying an estimated $10.6K and bringing the position to 75,726 shares worth $5.84M. The position accounts for 5.39% of the portfolio, ranked #6.

Yanni & Associates Investment Advisors first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Yanni & Associates Investment Advisors held 75,726 shares of iShares Core S&P Mid-Cap ETF worth $5.84M as of Q2 2026.
  • Yanni & Associates Investment Advisors bought 144 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Core S&P Mid-Cap ETF made up 5.39% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Yanni & Associates Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.