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

Atticus Wealth Management’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	$1.78M	Buy	24,784 +47	+0.2%	+$3.55K	0.39%	44
2026 Q2	$1.91M	Sell	24,737 -206	-0.8%	-$15.1K	0.45%	44
2026 Q1	$1.68M	Sell	24,943 -3,414	-12%	-$237K	0.46%	40
2025 Q4	$1.87M	Sell	28,357 -63	-0.2%	-$4.13K	0.46%	36
2025 Q3	$1.85M	Sell	28,420 -3,281	-10%	-$211K	0.47%	36
2025 Q2	$1.97M	Sell	31,701 -6,319	-17%	-$371K	0.53%	30
2025 Q1	$2.22M	Sell	38,020 -87,290	-70%	-$5.42M	0.72%	24
2024 Q4	$7.81M	Buy	125,310 +3,547	+3%	+$227K	2.43%	9
2024 Q3	$7.59M	Buy	121,763 +3,612	+3%	+$218K	2.44%	9
2024 Q2	$6.91M	Sell	118,151 -5,496	-4%	-$323K	2.26%	10
2024 Q1	$7.51M	Buy	123,647 +5,307	+4%	+$300K	2.46%	8
2023 Q4	$6.56M	Buy	118,340 +2,335	+2%	+$118K	2.31%	8
2023 Q3	$5.79M	Buy	116,005 +2,435	+2%	+$128K	2.22%	9
2023 Q2	$5.94M	Sell	113,570 -4,020	-3%	-$200K	2.19%	9
2023 Q1	$5.88M	Sell	117,590 -48,850	-29%	-$2.49M	2.25%	9
2022 Q4	$8.05M	Buy	166,440 +7,475	+5%	+$361K	3.31%	4
2022 Q3	$7.19M	Hold	158,965	–	–	3.48%	5
2022 Q2	$7.19M	Buy	158,965 +12,620	+9%	+$623K	2.99%	5
2022 Q1	$7.85M	Buy	146,345 +5,090	+4%	+$271K	2.87%	6
2021 Q4	$8M	Buy	141,255 +8,570	+6%	+$477K	3.12%	6
2021 Q3	$6.98M	Buy	132,685 +5,410	+4%	+$291K	3.06%	5
2021 Q2	$6.84M	Buy	127,275 +15,535	+14%	+$839K	2.98%	7
2021 Q1	$5.82M	Buy	111,740 +37,130	+50%	+$1.85M	2.77%	9
2020 Q4	$3.43M	Buy	74,610 +26,085	+54%	+$1.1M	1.73%	13
2020 Q3	$1.8M	Buy	48,525 +42,275	+676%	+$1.58M	1.07%	21
2020 Q2	$222K	Sell	6,250 -74,925	-92%	-$2.49M	0.15%	82
2020 Q1	$2.34M	Sell	81,175 -34,770	-30%	-$1.29M	1.88%	16
2019 Q4	$4.77M	Buy	+115,945	New	+$4.59M	3.04%	7

Other funds holding IJH

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atticus Wealth Management's IJH Position: Q3 2026 in Review

Atticus Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.19% in Q3 2026, buying an estimated $3.55K and bringing the position to 24,784 shares worth $1.78M. The position accounts for 0.39% of the portfolio, ranked #44.

Atticus Wealth Management first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.05M in Q4 2022. 1,600 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Atticus Wealth Management held 24,784 shares of iShares Core S&P Mid-Cap ETF worth $1.78M as of Q3 2026.
Atticus Wealth Management bought 47 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $3.55K.
iShares Core S&P Mid-Cap ETF made up 0.39% of Atticus Wealth Management's portfolio in Q3 2026, its #44 holding.
Atticus Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Atticus Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $8.05M in Q4 2022.
1,600 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

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