4Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

4Wealth 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 Q3	$2.54M	Buy	35,104 +29,297	+505%	+$2.21M	1.76%	11
2026 Q2	$444K	Buy	5,807 +258	+5%	+$18.9K	0.34%	86
2026 Q1	$364K	Buy	5,549 +840	+18%	+$58.3K	0.31%	101
2025 Q4	$311K	Buy	4,709 +120	+3%	+$7.86K	0.27%	118
2025 Q3	$299K	Buy	4,589 +1,125	+32%	+$72.3K	0.27%	117
2025 Q2	$215K	Buy	+3,464	New	+$203K	0.22%	122

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

4Wealth Advisors's IJH Position: Q3 2026 in Review

4Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 505% in Q3 2026, buying an estimated $2.21M and bringing the position to 35,104 shares worth $2.54M. The position accounts for 1.76% of the portfolio, ranked #11.

4Wealth Advisors first reported a position in IJH in Q2 2025 and has held it in 6 quarters since. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

4Wealth Advisors held 35,104 shares of iShares Core S&P Mid-Cap ETF worth $2.54M as of Q3 2026.
4Wealth Advisors bought 29,297 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $2.21M.
iShares Core S&P Mid-Cap ETF made up 1.76% of 4Wealth Advisors's portfolio in Q3 2026, its #11 holding.
4Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.