CGN Advisors
IJH icon

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

CGN Advisors’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 		$1.41M Buy
19,585
+79
+0.4% +$5.96K 0.11% 162
2026
Q2 		$1.5M Sell
19,506
-3,988
-17% -$293K 0.11% 158
2026
Q1 		$1.59M Sell
23,494
-963
-4% -$66.8K 0.13% 150
2025
Q4 		$1.61M Buy
24,457
+345
+1% +$22.6K 0.13% 142
2025
Q3 		$1.57M Buy
24,112
+1,217
+5% +$78.2K 0.13% 140
2025
Q2 		$1.42M Buy
22,895
+3
+0% +$176 0.13% 145
2025
Q1 		$1.34M Buy
22,892
+2,339
+11% +$145K 0.13% 149
2024
Q4 		$1.28M Buy
20,553
+575
+3% +$36.9K 0.12% 150
2024
Q3 		$1.25M Sell
19,978
-6,062
-23% -$366K 0.13% 151
2024
Q2 		$1.52M Buy
26,040
+18,510
+246% +$1.09M 0.18% 128
2024
Q1 		$457K Buy
7,530
+655
+10% +$37.1K 0.06% 188
2023
Q4 		$381K Buy
6,875
+400
+6% +$20.3K 0.05% 193
2023
Q3 		$323K Buy
6,475
+2,585
+66% +$135K 0.04% 205
2023
Q2 		$203K Buy
+3,890
New +$193K 0.03% 222
2021
Q1 		– Sell
-6,145
Closed -$282K – 200
2020
Q4 		$282K Buy
+6,145
New +$259K 0.11% 162

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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

CGN Advisors's IJH Position: Q3 2026 in Review

CGN Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.41% in Q3 2026, buying an estimated $5.96K and bringing the position to 19,585 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #162.

CGN Advisors first reported a position in IJH in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.61M in Q4 2025. 1,600 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • CGN Advisors held 19,585 shares of iShares Core S&P Mid-Cap ETF worth $1.41M as of Q3 2026.
  • CGN Advisors bought 79 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $5.96K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of CGN Advisors's portfolio in Q3 2026, its #162 holding.
  • CGN Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 15 quarters since.
  • CGN Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.61M in Q4 2025.
  • 1,600 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.