3Chopt Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

3Chopt Investment Partners’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	$200K	Hold	2,595	–	–	0.04%	250
2026 Q1	$175K	Buy	2,595 +850	+49%	+$59K	0.04%	220
2025 Q4	$115K	Hold	1,745	–	–	0.03%	219
2025 Q3	$114K	Sell	1,745 -90	-5%	-$5.78K	0.03%	221
2025 Q2	$114K	Sell	1,835 -112	-6%	-$6.58K	0.03%	218
2025 Q1	$114K	Buy	+1,947	New	+$121K	0.03%	214

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

3Chopt Investment Partners's IJH Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 2,595 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #250.

3Chopt Investment Partners first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

3Chopt Investment Partners held 2,595 shares of iShares Core S&P Mid-Cap ETF worth $200K as of Q2 2026.
3Chopt Investment Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of 3Chopt Investment Partners's portfolio in Q2 2026, its #250 holding.
3Chopt Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.