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

Augustine Asset 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	$576K	Hold	8,010	–	–	0.12%	71
2026 Q2	$618K	Hold	8,010	–	–	0.13%	68
2026 Q1	$541K	Hold	8,010	–	–	0.12%	66
2025 Q4	$529K	Hold	8,010	–	–	0.11%	66
2025 Q3	$523K	Hold	8,010	–	–	0.11%	66
2025 Q2	$497K	Hold	8,010	–	–	0.13%	66
2025 Q1	$467K	Hold	8,010	–	–	0.14%	63
2024 Q4	$499K	Hold	8,010	–	–	0.13%	62
2024 Q3	$499K	Hold	8,010	–	–	0.17%	57
2024 Q2	$469K	Hold	8,010	–	–	0.18%	55
2024 Q1	$487K	Hold	8,010	–	–	0.2%	52
2023 Q4	$444K	Sell	8,010 -1,000	-11%	-$50.7K	0.2%	53
2023 Q3	$449K	Hold	9,010	–	–	0.21%	60
2023 Q2	$471K	Hold	9,010	–	–	0.22%	60
2023 Q1	$451K	Hold	9,010	–	–	0.22%	61
2022 Q4	$436K	Buy	+9,010	New	+$435K	0.24%	61

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

Augustine Asset Management's IJH Position: Q3 2026 in Review

Augustine Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 8,010 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #71.

Augustine Asset Management first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $618K in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Augustine Asset Management held 8,010 shares of iShares Core S&P Mid-Cap ETF worth $576K as of Q3 2026.
Augustine Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.12% of Augustine Asset Management's portfolio in Q3 2026, its #71 holding.
Augustine Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Augustine Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $618K in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Augustine Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.