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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in ISHARES CORE S&P MIDCAP ETF

CAPTRUST FINANCIAL ADVISORS holds 2.3M shares of IJH (ISHARES CORE S&P MIDCAP ETF), worth $176.2M as of 2026-Q2. The position was increased (+0.4% shares). IJH represents 0.3% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$176.2M

Current Shares

2.3M

Total Value Change

+$72.1M

Total Shares Change

+615,029

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.3M
+0.4%
$176.2M0.3%$77.11
36
2026-Q1
Decreased
2.3M
-2.2%
$153.7M0.3%$70.86
0
2025-Q4
Increased
2.3M
+4.0%
$153.6M0.3%$66.70
38
2025-Q3
Increased
2.2M
+1.1%
$146.1M0.3%$64.87
36
2025-Q2
Decreased
2.2M
-0.4%
$137.4M0.3%$61.52
0
2025-Q1
Increased
2.2M
+34.7%
$129.7M0.3%$57.55
47
2024-Q4
Decreased
1.7M
-1.1%
$102.9M0.3%$61.30
0
2024-Q3
Increased
1.7M
+9.0%
$104.1M0.3%$61.15
39

Other major holders of IJH: Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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