Altus Wealth Group
IJH icon

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

Altus Wealth 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 		$209K Hold
2,910
– – 0.08% 139
2026
Q2 		$224K Buy
+2,910
New +$214K 0.08% 140
2021
Q2 		– Sell
-2,975
Closed -$162K – 138
2021
Q1 		$162K Buy
2,975
+445
+18% +$22.2K 0.16% 107
2020
Q4 		$116K Buy
+2,530
New +$107K 0.11% 125

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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

Altus Wealth Group's IJH Position: Q3 2026 in Review

Altus Wealth Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 2,910 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #139.

Altus Wealth Group first reported a position in IJH in Q4 2020 and has held it in 4 quarters since. The position peaked at $224K in Q2 2026. 2,039 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Altus Wealth Group held 2,910 shares of iShares Core S&P Mid-Cap ETF worth $209K as of Q3 2026.
  • Altus Wealth 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 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #139 holding.
  • Altus Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 4 quarters since.
  • Altus Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $224K in Q2 2026.
  • 2,039 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.