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

Cherry Tree 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	$206K	Hold	2,860	–	–	0.04%	162
2026 Q2	$221K	Hold	2,860	–	–	0.04%	159
2026 Q1	$193K	Hold	2,860	–	–	0.04%	164
2025 Q4	$189K	Buy	2,860 +500	+21%	+$32.8K	0.04%	167
2025 Q3	$154K	Hold	2,360	–	–	0.03%	183
2025 Q2	$146K	Hold	2,360	–	–	0.03%	182
2025 Q1	$138K	Hold	2,360	–	–	0.03%	188
2024 Q4	$147K	Hold	2,360	–	–	0.04%	175
2024 Q3	$147K	Hold	2,360	–	–	0.03%	180
2024 Q2	$138K	Hold	2,360	–	–	0.03%	180
2024 Q1	$143K	Hold	2,360	–	–	0.04%	176
2023 Q4	$131K	Hold	2,360	–	–	0.04%	178
2023 Q3	$118K	Hold	2,360	–	–	0.03%	172
2023 Q2	$123K	Buy	+2,360	New	+$117K	0.04%	175

Other funds holding IJH

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Cherry Tree Wealth Management's IJH Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 2,860 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #162.

Cherry Tree Wealth Management first reported a position in IJH in Q2 2023 and has held it in 14 quarters since. The position peaked at $221K in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Cherry Tree Wealth Management held 2,860 shares of iShares Core S&P Mid-Cap ETF worth $206K as of Q3 2026.
Cherry Tree Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #162 holding.
Cherry Tree Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $221K in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.