STACKSTONE WEALTH, LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

STACKSTONE WEALTH, 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 Q3	$4.84M	Buy	+67,227	New	+$5.07M	0.48%	51

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IJH Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 67,227 shares worth $4.84M. The stake represents 0.48% of the portfolio and ranks #51 among its holdings.

612 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

STACKSTONE WEALTH, LLC held 67,227 shares of iShares Core S&P Mid-Cap ETF worth $4.84M as of Q3 2026.
iShares Core S&P Mid-Cap ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.48% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #51 holding.
612 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.