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

Cassilly Financial Group’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	$429K	Buy	5,956 +1,281	+27%	+$96.7K	0.29%	54
2026 Q2	$361K	Sell	4,675 -136	-3%	-$9.98K	0.26%	56
2026 Q1	$325K	Sell	4,811 -1	-0%	-$69	0.28%	52
2025 Q4	$318K	Buy	+4,812	New	+$315K	0.28%	52

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

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

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cassilly Financial Group's IJH Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 27% in Q3 2026, buying an estimated $96.7K and bringing the position to 5,956 shares worth $429K. The position accounts for 0.29% of the portfolio, ranked #54.

Cassilly Financial Group first reported a position in IJH in Q4 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Cassilly Financial Group held 5,956 shares of iShares Core S&P Mid-Cap ETF worth $429K as of Q3 2026.
Cassilly Financial Group bought 1,281 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $96.7K.
iShares Core S&P Mid-Cap ETF made up 0.29% of Cassilly Financial Group's portfolio in Q3 2026, its #54 holding.
Cassilly Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
113 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.