ABLE Financial Group
IJH icon

ABLE Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

ABLE Financial Group’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 		$852K Hold
11,847
– – 0.13% 107
2026
Q2 		$914K Hold
11,847
– – 0.15% 100
2026
Q1 		$800K Sell
11,847
-466
-4% -$32.3K 0.16% 104
2025
Q4 		$813K Buy
12,313
+549
+5% +$36K 0.17% 95
2025
Q3 		$768K Sell
11,764
-162
-1% -$10.4K 0.17% 94
2025
Q2 		$740K Sell
11,926
-185
-2% -$10.9K 0.18% 98
2025
Q1 		$707K Sell
12,111
-154
-1% -$9.6K 0.2% 87
2024
Q4 		$764K Sell
12,265
-88
-0.7% -$5.64K 0.23% 81
2024
Q3 		$770K Sell
12,353
-428
-3% -$25.8K 0.24% 71
2024
Q2 		$748K Sell
12,781
-1,960
-13% -$115K 0.27% 68
2024
Q1 		$895K Sell
14,741
-104
-0.7% -$5.89K 0.35% 56
2023
Q4 		$823K Sell
14,845
-225
-1% -$11.4K 0.36% 53
2023
Q3 		$752K Buy
15,070
+1,065
+8% +$55.8K 0.38% 53
2023
Q2 		$732K Buy
14,005
+1,375
+11% +$68.3K 0.38% 52
2023
Q1 		$632K Buy
+12,630
New +$643K 0.41% 49

Other funds holding IJH

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

ABLE Financial Group's IJH Position: Q3 2026 in Review

ABLE Financial Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 11,847 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #107.

ABLE Financial Group first reported a position in IJH in Q1 2023 and has held it in 15 quarters since. The position peaked at $914K in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • ABLE Financial Group held 11,847 shares of iShares Core S&P Mid-Cap ETF worth $852K as of Q3 2026.
  • ABLE Financial Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of ABLE Financial Group's portfolio in Q3 2026, its #107 holding.
  • ABLE Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $914K in Q2 2026.
  • 960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.