ADE LLC
IJH icon

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

ADE 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 		$438K Buy
6,088
+4
+0.1% +$302 0.18% 61
2026
Q2 		$469K Sell
6,084
-16
-0.3% -$1.17K 0.2% 60
2026
Q1 		$412K Sell
6,100
-17
-0.3% -$1.18K 0.2% 60
2025
Q4 		$404K Buy
6,117
+2
+0% +$131 0.2% 62
2025
Q3 		$399K Hold
6,115
– – 0.2% 61
2025
Q2 		$379K Buy
6,115
+10
+0.2% +$587 0.2% 58
2025
Q1 		$356K Buy
6,105
+1
+0% +$62 0.21% 57
2024
Q4 		$380K Buy
6,104
+1
+0% +$64 0.23% 53
2024
Q3 		$380K Hold
6,103
– – 0.23% 53
2024
Q2 		$357K Sell
6,103
-49
-0.8% -$2.88K 0.24% 53
2024
Q1 		$374K Buy
6,152
+2
+0% +$113 0.25% 51
2023
Q4 		$341K Hold
6,150
– – 0.24% 56
2023
Q3 		$307K Hold
6,150
– – 0.23% 57
2023
Q2 		$322K Sell
6,150
-125
-2% -$6.21K 0.22% 57
2023
Q1 		$314K Hold
6,275
– – 0.23% 58
2022
Q4 		$304K Hold
6,275
– – 0.23% 60
2022
Q3 		$275K Sell
6,275
-1,630
-21% -$78.8K 0.31% 45
2022
Q2 		$358K Buy
7,905
+2,115
+37% +$104K 0.38% 38
2022
Q1 		$311K Sell
5,790
-3,080
-35% -$164K 0.29% 50
2021
Q4 		$503K Buy
8,870
+2,835
+47% +$158K 0.43% 38
2021
Q3 		$318K Buy
6,035
+60
+1% +$3.23K 0.29% 49
2021
Q2 		$321K Buy
5,975
+285
+5% +$15.4K 0.29% 53
2021
Q1 		$296K Hold
5,690
– – 0.29% 53
2020
Q4 		$262K Buy
+5,690
New +$240K 0.21% 64

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

ADE LLC's IJH Position: Q3 2026 in Review

ADE LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.07% in Q3 2026, buying an estimated $302 and bringing the position to 6,088 shares worth $438K. The position accounts for 0.18% of the portfolio, ranked #61.

ADE LLC first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $503K in Q4 2021. 1,600 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • ADE LLC held 6,088 shares of iShares Core S&P Mid-Cap ETF worth $438K as of Q3 2026.
  • ADE LLC bought 4 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $302.
  • iShares Core S&P Mid-Cap ETF made up 0.18% of ADE LLC's portfolio in Q3 2026, its #61 holding.
  • ADE LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • ADE LLC's iShares Core S&P Mid-Cap ETF position peaked at $503K in Q4 2021.
  • 1,600 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on ADE LLC's 13F filing for Q3 2026, filed 29 Oct 2026.