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

Capital Advisors 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	$856K	Sell	11,899 -471	-4%	-$35.5K	0.1%	110
2026 Q2	$954K	Sell	12,370 -302	-2%	-$22.2K	0.11%	107
2026 Q1	$856K	Sell	12,672 -219	-2%	-$15.2K	0.11%	105
2025 Q4	$851K	Sell	12,891 -71	-0.5%	-$4.65K	0.12%	95
2025 Q3	$846K	Sell	12,962 -851	-6%	-$54.7K	0.12%	86
2025 Q2	$857K	Sell	13,813 -112	-0.8%	-$6.58K	0.13%	78
2025 Q1	$813K	Sell	13,925 -46	-0.3%	-$2.86K	0.14%	77
2024 Q4	$871K	Sell	13,971 -977	-7%	-$62.7K	0.16%	69
2024 Q3	$932K	Sell	14,948 -1,697	-10%	-$102K	0.17%	65
2024 Q2	$974K	Sell	16,645 -361	-2%	-$21.2K	0.19%	58
2024 Q1	$1.03M	Sell	17,006 -69	-0.4%	-$3.91K	0.21%	55
2023 Q4	$946K	Sell	17,075 -800	-4%	-$40.6K	0.22%	59
2023 Q3	$891K	Hold	17,875	–	–	0.23%	58
2023 Q2	$935K	Sell	17,875 -80	-0.4%	-$3.98K	0.24%	58
2023 Q1	$898K	Buy	17,955 +55	+0.3%	+$2.8K	0.25%	60
2022 Q4	$866K	Sell	17,900 -240	-1%	-$11.6K	0.26%	51
2022 Q3	$795K	Sell	18,140 -2,765	-13%	-$134K	0.26%	50
2022 Q2	$946K	Sell	20,905 -1,805	-8%	-$89.1K	0.31%	44
2022 Q1	$1.22M	Buy	22,710 +1,120	+5%	+$59.6K	0.37%	45
2021 Q4	$1.22M	Sell	21,590 -5,020	-19%	-$279K	0.37%	44
2021 Q3	$1.4M	Sell	26,610 -310	-1%	-$16.7K	0.5%	40
2021 Q2	$1.45M	Buy	26,920 +130	+0.5%	+$7.02K	0.54%	40
2021 Q1	$1.4M	Buy	+26,790	New	+$1.34M	0.6%	36

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Capital Advisors Wealth Management's IJH Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q3 2026, selling an estimated $35.5K and leaving 11,899 shares worth $856K. The position accounts for 0.1% of the portfolio, ranked #110.

Capital Advisors Wealth Management first reported a position in IJH in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.45M in Q2 2021. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Capital Advisors Wealth Management held 11,899 shares of iShares Core S&P Mid-Cap ETF worth $856K as of Q3 2026.
Capital Advisors Wealth Management sold 471 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $35.5K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #110 holding.
Capital Advisors Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 23 quarters since.
Capital Advisors Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.45M in Q2 2021.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.