Aspect Partners
IJH icon

Aspect Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aspect Partners’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 		$6.12K Hold
85
– – ﹤0.01% 348
2026
Q2 		$6.55K Buy
+85
New +$6.24K ﹤0.01% 368

Other funds holding IJH

Valeo Financial Advisors
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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

Aspect Partners's IJH Position: Q3 2026 in Review

Aspect Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 85 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Aspect Partners first reported a position in IJH in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.55K in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Aspect Partners held 85 shares of iShares Core S&P Mid-Cap ETF worth $6.12K as of Q3 2026.
  • Aspect Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #348 holding.
  • Aspect Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Aspect Partners's iShares Core S&P Mid-Cap ETF position peaked at $6.55K in Q2 2026.
  • 960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.