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

Affinity Capital 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	$12.2M	Buy	166,350 +3,971	+2%	+$300K	1.43%	15
2026 Q2	$12.4M	Sell	162,379 -415	-0.3%	-$30.4K	1.53%	15
2026 Q1	$11M	Buy	162,794 +2,360	+1%	+$164K	1.54%	16
2025 Q4	$10.6M	Buy	160,434 +14,041	+10%	+$920K	1.47%	16
2025 Q3	$9.6M	Buy	146,393 +17,518	+14%	+$1.13M	1.47%	16
2025 Q2	$7.99M	Sell	128,875 -552	-0.4%	-$32.4K	1.37%	19
2025 Q1	$7.04M	Buy	129,427 +8,793	+7%	+$546K	1.4%	19
2024 Q4	$7.55M	Buy	120,634 +8,942	+8%	+$574K	1.42%	15
2024 Q3	$6.96M	Buy	111,692 +9,012	+9%	+$543K	1.35%	16
2024 Q2	$6.01M	Buy	102,680 +3,035	+3%	+$178K	1.26%	18
2024 Q1	$6.05M	Buy	99,645 +23,855	+31%	+$1.35M	1.35%	17
2023 Q4	$4.2M	Buy	75,790 +16,370	+28%	+$830K	1.02%	24
2023 Q3	$2.96M	Buy	59,420 +54,940	+1,226%	+$2.88M	0.81%	28
2023 Q2	$234K	Sell	4,480 -905	-17%	-$45K	0.06%	112
2023 Q1	$269K	Buy	5,385 +10	+0.2%	+$509	0.08%	99
2022 Q4	$260K	Buy	5,375 +210	+4%	+$10.1K	0.09%	92
2022 Q3	$226K	Sell	5,165 -45	-0.9%	-$2.18K	0.08%	93
2022 Q2	$236K	Buy	5,210 +55	+1%	+$2.72K	0.08%	93
2022 Q1	$277K	Buy	5,155 +10	+0.2%	+$532	0.09%	94
2021 Q4	$291K	Sell	5,145 -580	-10%	-$32.3K	0.09%	99
2021 Q3	$301K	Buy	5,725 +400	+8%	+$21.5K	0.1%	91
2021 Q2	$286K	Sell	5,325 -210	-4%	-$11.3K	0.1%	95
2021 Q1	$288K	Hold	5,535	–	–	0.11%	90
2020 Q4	$254K	Sell	5,535 -1,100	-17%	-$46.3K	0.1%	93
2020 Q3	$246K	Buy	6,635 +15	+0.2%	+$561	0.14%	87
2020 Q2	$235K	Buy	+6,620	New	+$220K	0.15%	84
2020 Q1	–	Sell	-8,430	Closed	-$347K	–	111
2019 Q4	$347K	Buy	+8,430	New	+$334K	0.23%	71

Other funds holding IJH

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Affinity Capital Advisors's IJH Position: Q3 2026 in Review

Affinity Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q3 2026, buying an estimated $300K and bringing the position to 166,350 shares worth $12.2M. The position accounts for 1.43% of the portfolio, ranked #15.

Affinity Capital Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.4M in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Affinity Capital Advisors held 166,350 shares of iShares Core S&P Mid-Cap ETF worth $12.2M as of Q3 2026.
Affinity Capital Advisors bought 3,971 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $300K.
iShares Core S&P Mid-Cap ETF made up 1.43% of Affinity Capital Advisors's portfolio in Q3 2026, its #15 holding.
Affinity Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Affinity Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $12.4M in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.