Capital Squared Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capital Squared Financial’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	$3.77M	Buy	52,358 +357	+0.7%	+$26.9K	2.4%	8
2026 Q2	$4.01M	Sell	52,001 -393	-0.8%	-$28.8K	2.62%	8
2026 Q1	$3.54M	Sell	52,394 -881	-2%	-$61.1K	2.7%	8
2025 Q4	$3.52M	Buy	53,275 +9,347	+21%	+$612K	2.74%	8
2025 Q3	$2.87M	Buy	43,928 +4,234	+11%	+$272K	2.49%	9
2025 Q2	$2.46M	Buy	+39,694	New	+$2.33M	2.87%	8

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

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

Capital Squared Financial's IJH Position: Q3 2026 in Review

Capital Squared Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.69% in Q3 2026, buying an estimated $26.9K and bringing the position to 52,358 shares worth $3.77M. The position accounts for 2.4% of the portfolio, ranked #8.

Capital Squared Financial first reported a position in IJH in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.01M in Q2 2026. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Capital Squared Financial held 52,358 shares of iShares Core S&P Mid-Cap ETF worth $3.77M as of Q3 2026.
Capital Squared Financial bought 357 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $26.9K.
iShares Core S&P Mid-Cap ETF made up 2.4% of Capital Squared Financial's portfolio in Q3 2026, its #8 holding.
Capital Squared Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Capital Squared Financial's iShares Core S&P Mid-Cap ETF position peaked at $4.01M in Q2 2026.
1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.