C2C Wealth Management
IJH icon

C2C Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

C2C 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 		$3.35M Buy
46,624
+1
+0% +$75 2.61% 9
2026
Q2 		$3.6M Sell
46,623
-2,259
-5% -$166K 2.82% 9
2026
Q1 		$3.3M Sell
48,882
-1,349
-3% -$93.6K 2.79% 9
2025
Q4 		$3.32M Sell
50,231
-583
-1% -$38.2K 2.79% 10
2025
Q3 		$3.32M Sell
50,814
-118
-0.2% -$7.58K 2.85% 10
2025
Q2 		$3.16M Sell
50,932
-799
-2% -$46.9K 2.86% 10
2025
Q1 		$3.02M Buy
51,731
+321
+0.6% +$19.9K 2.83% 10
2024
Q4 		$3.2M Hold
51,410
– – 2.97% 10
2024
Q3 		$3.18M Buy
51,410
+330
+0.6% +$19.9K 2.96% 10
2024
Q2 		$2.99M Sell
51,080
-575
-1% -$33.8K 2.92% 10
2024
Q1 		$3.14M Buy
51,655
+35
+0.1% +$1.98K 3.11% 10
2023
Q4 		$2.89M Sell
51,620
-5,815
-10% -$295K 2.45% 10
2023
Q3 		$2.82M Buy
57,435
+100
+0.2% +$5.24K 0.4% 23
2023
Q2 		$3.08M Sell
57,335
-1,000
-2% -$49.7K 0.41% 19
2023
Q1 		$2.89M Buy
58,335
+255
+0.4% +$13K 0.47% 19
2022
Q4 		$2.92M Sell
58,080
-50
-0.1% -$2.42K 0.51% 17
2022
Q3 		$2.73M Buy
58,130
+275
+0.5% +$13.3K 0.53% 17
2022
Q2 		$2.74M Buy
57,855
+1,000
+2% +$49.4K 0.5% 21
2022
Q1 		$3.07M Buy
56,855
+50
+0.1% +$2.66K 0.52% 22
2021
Q4 		$3.22M Buy
+56,805
New +$3.16M 0.46% 24

Other funds holding IJH

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 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
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

C2C Wealth Management's IJH Position: Q3 2026 in Review

C2C Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0% in Q3 2026, buying an estimated $75 and bringing the position to 46,624 shares worth $3.35M. The position accounts for 2.61% of the portfolio, ranked #9.

C2C Wealth Management first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.6M in Q2 2026. 1,265 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • C2C Wealth Management held 46,624 shares of iShares Core S&P Mid-Cap ETF worth $3.35M as of Q3 2026.
  • C2C Wealth Management bought 1 iShares Core S&P Mid-Cap ETF share in Q3 2026, an estimated $75.
  • iShares Core S&P Mid-Cap ETF made up 2.61% of C2C Wealth Management's portfolio in Q3 2026, its #9 holding.
  • C2C Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • C2C Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.6M in Q2 2026.
  • 1,265 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.