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

YHB 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 		$46.6M Buy
604,397
+34,885
+6% +$2.56M 2.98% 4
2026
Q1 		$38.5M Sell
569,512
-3,054
-0.5% -$212K 2.76% 7
2025
Q4 		$37.8M Buy
572,566
+88,833
+18% +$5.82M 2.61% 7
2025
Q3 		$31.6M Buy
483,733
+16,643
+4% +$1.07M 2.31% 9
2025
Q2 		$29M Sell
467,090
-1,410
-0.3% -$82.8K 2.24% 8
2025
Q1 		$27.3M Buy
468,500
+2,689
+0.6% +$167K 2.28% 7
2024
Q4 		$29M Buy
465,811
+4,267
+0.9% +$274K 2.38% 8
2024
Q3 		$28.8M Buy
461,544
+5,570
+1% +$336K 2.38% 6
2024
Q2 		$26.7M Sell
455,974
-3,638
-0.8% -$214K 2.3% 9
2024
Q1 		$27.9M Buy
459,612
+20,657
+5% +$1.17M 2.48% 6
2023
Q4 		$24.3M Buy
438,955
+58,865
+15% +$2.99M 2.36% 7
2023
Q3 		$19M Buy
380,090
+2,665
+0.7% +$140K 1.75% 11
2023
Q2 		$19.7M Buy
377,425
+1,810
+0.5% +$90K 1.84% 11
2023
Q1 		$18.8M Buy
375,615
+740
+0.2% +$37.7K 1.88% 11
2022
Q4 		$18.1M Buy
374,875
+270
+0.1% +$13K 1.93% 10
2022
Q3 		$16.4M Buy
374,605
+66,785
+22% +$3.23M 1.83% 12
2022
Q2 		$13.9M Sell
307,820
-5,540
-2% -$273K 1.47% 13
2022
Q1 		$16.8M Buy
313,360
+2,825
+0.9% +$150K 1.48% 12
2021
Q4 		$17.6M Buy
310,535
+3,240
+1% +$180K 1.39% 15
2021
Q3 		$16.2M Buy
307,295
+4,010
+1% +$216K 1.39% 15
2021
Q2 		$16.3M Sell
303,285
-810
-0.3% -$43.7K 1.39% 15
2021
Q1 		$16.5M Sell
304,095
-13,015
-4% -$650K 1.43% 14
2020
Q4 		$14.6M Sell
317,110
-10
-0% -$421 1.39% 15
2020
Q3 		$11.8M Buy
+317,120
New +$11.9M 1.28% 20

Other funds holding IJH

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
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
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

YHB Investment Advisors's IJH Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q2 2026, buying an estimated $2.56M and bringing the position to 604,397 shares worth $46.6M. The position accounts for 2.98% of the portfolio, ranked #4.

YHB Investment Advisors first reported a position in IJH in Q3 2020 and has held it in 24 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • YHB Investment Advisors held 604,397 shares of iShares Core S&P Mid-Cap ETF worth $46.6M as of Q2 2026.
  • YHB Investment Advisors bought 34,885 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.56M.
  • iShares Core S&P Mid-Cap ETF made up 2.98% of YHB Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • YHB Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.