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

Acima Private Wealth’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 		$14.3M Sell
198,529
-928
-0.5% -$70K 4.15% 5
2026
Q2 		$15.4M Sell
199,457
-40,732
-17% -$2.99M 4.47% 4
2026
Q1 		$16.2M Buy
240,189
+101
+0% +$7.01K 5.09% 3
2025
Q4 		$15.8M Sell
240,088
-42,146
-15% -$2.76M 4.92% 3
2025
Q3 		$18.4M Sell
282,234
-694
-0.2% -$44.6K 5.77% 3
2025
Q2 		$17.5M Buy
282,928
+23,503
+9% +$1.38M 5.98% 3
2025
Q1 		$15.1M Sell
259,425
-35,205
-12% -$2.19M 5.43% 3
2024
Q4 		$18.4M Buy
294,630
+685
+0.2% +$43.9K 6.18% 3
2024
Q3 		$18.3M Buy
293,945
+4,411
+2% +$266K 6.14% 3
2024
Q2 		$16.9M Buy
289,534
+21,836
+8% +$1.28M 6.23% 3
2024
Q1 		$16.3M Buy
267,698
+10,948
+4% +$620K 5.99% 3
2023
Q4 		$14.2M Buy
256,750
+67,040
+35% +$3.4M 5.56% 2
2023
Q3 		$9.46M Buy
189,710
+6,160
+3% +$323K 4.21% 2
2023
Q2 		$9.6M Buy
183,550
+470
+0.3% +$23.4K 4.59% 2
2023
Q1 		$9.16M Buy
183,080
+1,185
+0.7% +$60.4K 4.5% 1
2022
Q4 		$8.8M Buy
181,895
+4,115
+2% +$199K 4.51% 2
2022
Q3 		$7.8M Buy
177,780
+510
+0.3% +$24.7K 4.01% 4
2022
Q2 		$8.02M Buy
177,270
+5,610
+3% +$277K 4% 2
2022
Q1 		$9.21M Sell
171,660
-25,055
-13% -$1.33M 4.26% 2
2021
Q4 		$11.1M Buy
196,715
+9,230
+5% +$514K 4.79% 1
2021
Q3 		$9.86M Buy
187,485
+280
+0.1% +$15.1K 4.53% 2
2021
Q2 		$10.1M Buy
187,205
+4,020
+2% +$217K 4.62% 1
2021
Q1 		$9.54M Sell
183,185
-10,480
-5% -$523K 4.69% 1
2020
Q4 		$8.9M Buy
193,665
+13,795
+8% +$581K 4.61% 1
2020
Q3 		$6.67M Buy
179,870
+63,775
+55% +$2.38M 4.02% 2
2020
Q2 		$4.13M Buy
116,095
+7,655
+7% +$254K 2.67% 8
2020
Q1 		$3.12M Buy
108,440
+106,290
+4,944% +$3.95M 2.4% 9
2019
Q4 		$89K Sell
2,150
-600
-22% -$23.8K 0.06% 166
2019
Q3 		$106K Buy
+2,750
New +$106K 0.08% 160

Other funds holding IJH

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
AIM
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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Acima Private Wealth's IJH Position: Q3 2026 in Review

Acima Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.47% in Q3 2026, selling an estimated $70K and leaving 198,529 shares worth $14.3M. The position accounts for 4.15% of the portfolio, ranked #5.

Acima Private Wealth first reported a position in IJH in Q3 2019 and has held it in 29 quarters since. The position peaked at $18.4M in Q3 2025. 366 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Acima Private Wealth held 198,529 shares of iShares Core S&P Mid-Cap ETF worth $14.3M as of Q3 2026.
  • Acima Private Wealth sold 928 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $70K.
  • iShares Core S&P Mid-Cap ETF made up 4.15% of Acima Private Wealth's portfolio in Q3 2026, its #5 holding.
  • Acima Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 29 quarters since.
  • Acima Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $18.4M in Q3 2025.
  • 366 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.