AAF Wealth Management
IJH icon

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

AAF Wealth Management’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 		$12.1M Buy
168,686
+729
+0.4% +$55K 4.41% 6
2026
Q2 		$13M Sell
167,957
-24,562
-13% -$1.8M 4.78% 6
2026
Q1 		$13M Buy
192,519
+1,270
+0.7% +$88.1K 5.33% 6
2025
Q4 		$12.6M Buy
191,249
+5,407
+3% +$354K 5.32% 6
2025
Q3 		$12.1M Buy
185,842
+4,619
+3% +$297K 5.49% 6
2025
Q2 		$11.2M Sell
181,223
-18,816
-9% -$1.1M 5.12% 7
2025
Q1 		$11.7M Sell
200,039
-91,023
-31% -$5.65M 6.3% 6
2024
Q4 		$18.1M Sell
291,062
-455
-0.2% -$29.2K 9.15% 5
2024
Q3 		$18.2M Buy
291,517
+1,619
+0.6% +$97.6K 9.15% 5
2024
Q2 		$17M Buy
289,898
+22,040
+8% +$1.29M 8.79% 5
2024
Q1 		$16.3M Buy
267,858
+4,668
+2% +$264K 9.15% 5
2023
Q4 		$14.6M Buy
263,190
+7,575
+3% +$384K 8.53% 5
2023
Q3 		$12.7M Buy
255,615
+5,265
+2% +$276K 8.19% 5
2023
Q2 		$13.1M Buy
250,350
+7,205
+3% +$358K 8.06% 4
2023
Q1 		$12.2M Buy
243,145
+5,970
+3% +$304K 7.94% 4
2022
Q4 		$11.5M Sell
237,175
-1,770
-0.7% -$85.5K 8.13% 4
2022
Q3 		$10.5M Buy
238,945
+8,175
+4% +$395K 8.35% 4
2022
Q2 		$10.4M Sell
230,770
-1,735
-0.7% -$85.6K 7.87% 5
2022
Q1 		$12.5M Buy
232,505
+115
+0% +$6.12K 8.2% 6
2021
Q4 		$13.2M Buy
232,390
+1,485
+0.6% +$82.7K 9.52% 6
2021
Q3 		$12.2M Buy
230,905
+6,065
+3% +$326K 9.23% 6
2021
Q2 		$12.1M Buy
224,840
+4,935
+2% +$266K 9.33% 6
2021
Q1 		$11.4M Buy
219,905
+6,120
+3% +$306K 9.72% 5
2020
Q4 		$9.8M Buy
+213,785
New +$9.01M 8.9% 5

Other funds holding IJH

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

AAF Wealth Management's IJH Position: Q3 2026 in Review

AAF Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.43% in Q3 2026, buying an estimated $55K and bringing the position to 168,686 shares worth $12.1M. The position accounts for 4.41% of the portfolio, ranked #6.

AAF Wealth Management first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $18.2M in Q3 2024. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • AAF Wealth Management held 168,686 shares of iShares Core S&P Mid-Cap ETF worth $12.1M as of Q3 2026.
  • AAF Wealth Management bought 729 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $55K.
  • iShares Core S&P Mid-Cap ETF made up 4.41% of AAF Wealth Management's portfolio in Q3 2026, its #6 holding.
  • AAF Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • AAF Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $18.2M in Q3 2024.
  • 1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.