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

Aurora 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	$507K	Sell	7,041 -34	-0.5%	-$2.57K	0.32%	77
2026 Q2	$546K	Sell	7,075 -209	-3%	-$15.3K	0.35%	64
2026 Q1	$486K	Sell	7,284 -377	-5%	-$26.2K	0.35%	68
2025 Q4	$506K	Buy	+7,661	New	+$502K	0.33%	73
2025 Q2	$503K	Buy	8,113 +12	+0.1%	+$704	0.37%	65
2025 Q1	$473K	Sell	8,101 -55	-0.7%	-$3.42K	0.38%	69
2024 Q4	$508K	Sell	8,156 -199	-2%	-$12.8K	0.38%	69
2024 Q3	$521K	Sell	8,355 -903	-10%	-$54.5K	0.41%	65
2024 Q2	$542K	Buy	9,258 +13	+0.1%	+$764	0.47%	59
2024 Q1	$560K	Buy	9,245 +220	+2%	+$12.5K	0.48%	59
2023 Q4	$500K	Sell	9,025 -1,625	-15%	-$82.4K	0.47%	56
2023 Q3	$531K	Buy	10,650 +5,600	+111%	+$293K	0.59%	48
2023 Q2	$264K	Buy	5,050 +15	+0.3%	+$745	0.3%	94
2023 Q1	$252K	Buy	5,035 +20	+0.4%	+$1.02K	0.27%	115
2022 Q4	$243K	Sell	5,015 -860	-15%	-$41.5K	0.28%	113
2022 Q3	$258K	Hold	5,875	–	–	0.12%	129
2022 Q2	$266K	Buy	5,875 +15	+0.3%	+$740	0.12%	125
2022 Q1	$314K	Buy	5,860 +315	+6%	+$16.8K	0.13%	134
2021 Q4	$314K	Buy	5,545 +30	+0.5%	+$1.67K	0.14%	132
2021 Q3	$290K	Sell	5,515 -275	-5%	-$14.8K	0.12%	159
2021 Q2	$311K	Sell	5,790 -195	-3%	-$10.5K	0.12%	148
2021 Q1	$311K	Hold	5,985	–	–	0.13%	150
2020 Q4	$275K	Buy	5,985 +80	+1%	+$3.37K	0.12%	163
2020 Q3	$219K	Sell	5,905 -65	-1%	-$2.43K	0.09%	169
2020 Q2	$212K	Sell	5,970 -2,690	-31%	-$89.3K	0.1%	154
2020 Q1	$249K	Buy	8,660 +2,245	+35%	+$83.5K	0.09%	188
2019 Q4	$264K	Buy	+6,415	New	+$254K	0.09%	159

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

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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

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

Aurora Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.48% in Q3 2026, selling an estimated $2.57K and leaving 7,041 shares worth $507K. The position accounts for 0.32% of the portfolio, ranked #77.

Aurora Private Wealth first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $560K in Q1 2024. 1,115 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Aurora Private Wealth held 7,041 shares of iShares Core S&P Mid-Cap ETF worth $507K as of Q3 2026.
Aurora Private Wealth sold 34 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $2.57K.
iShares Core S&P Mid-Cap ETF made up 0.32% of Aurora Private Wealth's portfolio in Q3 2026, its #77 holding.
Aurora Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Aurora Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $560K in Q1 2024.
1,115 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

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