CLG LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CLG LLC’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	$575K	Sell	7,988 -2,780	-26%	-$210K	0.12%	80
2026 Q2	$830K	Buy	10,768 +84	+0.8%	+$6.16K	0.18%	68
2026 Q1	$721K	Sell	10,684 -116	-1%	-$8.05K	0.18%	66
2025 Q4	$713K	Sell	10,800 -1,325	-11%	-$86.8K	0.18%	65
2025 Q3	$791K	Sell	12,125 -1,179	-9%	-$75.8K	0.22%	62
2025 Q2	$825K	Sell	13,304 -5,687	-30%	-$334K	0.26%	58
2025 Q1	$1.11M	Sell	18,991 -5,136	-21%	-$319K	0.38%	46
2024 Q4	$1.5M	Buy	+24,127	New	+$1.55M	0.54%	40

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

CLG LLC's IJH Position: Q3 2026 in Review

CLG LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q3 2026, selling an estimated $210K and leaving 7,988 shares worth $575K. The position accounts for 0.12% of the portfolio, ranked #80.

CLG LLC first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2024. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

CLG LLC held 7,988 shares of iShares Core S&P Mid-Cap ETF worth $575K as of Q3 2026.
CLG LLC sold 2,780 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $210K.
iShares Core S&P Mid-Cap ETF made up 0.12% of CLG LLC's portfolio in Q3 2026, its #80 holding.
CLG LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
CLG LLC's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q4 2024.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.