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

Atlantic 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	$1.54K	Hold	21	–	–	﹤0.01%	220
2026 Q2	$1.65K	Hold	21	–	–	﹤0.01%	215
2026 Q1	$1.44K	Hold	21	–	–	﹤0.01%	224
2025 Q4	$1.4K	Hold	21	–	–	﹤0.01%	235
2025 Q3	$1.38K	Hold	21	–	–	﹤0.01%	227
2025 Q2	$1.31K	Buy	+21	New	+$1.23K	﹤0.01%	224
2024 Q4	–	Sell	-875	Closed	-$54.5K	–	201
2024 Q3	$54.5K	Hold	875	–	–	0.04%	82
2024 Q2	$51.2K	Hold	875	–	–	0.04%	65
2024 Q1	$53.1K	Hold	875	–	–	0.04%	66
2023 Q4	$48.5K	Sell	875 -25	-3%	-$1.27K	0.04%	67
2023 Q3	$44.9K	Buy	+900	New	+$47.2K	0.05%	61
2023 Q2	–	Sell	-215	Closed	-$10.8K	–	108
2023 Q1	$10.8K	Buy	+215	New	+$11K	0.01%	75

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

Atlantic Private Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 21 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Atlantic Private Wealth first reported a position in IJH in Q1 2023 and has held it in 12 quarters since. The position peaked at $54.5K in Q3 2024. 1,888 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Atlantic Private Wealth held 21 shares of iShares Core S&P Mid-Cap ETF worth $1.54K as of Q3 2026.
Atlantic Private Wealth 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 Atlantic Private Wealth's portfolio in Q3 2026, its #220 holding.
Atlantic Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
Atlantic Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $54.5K in Q3 2024.
1,888 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.