Clune & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clune & Associates’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	$2.06M	Sell	28,647 -5,570	-16%	-$420K	0.32%	55
2026 Q2	$2.64M	Sell	34,217 -7,198	-17%	-$528K	0.4%	47
2026 Q1	$2.8M	Buy	41,415 +1,206	+3%	+$83.7K	0.53%	48
2025 Q4	$2.65M	Buy	40,209 +8,136	+25%	+$533K	0.57%	49
2025 Q3	$2.09M	Buy	32,073 +2,883	+10%	+$185K	0.52%	54
2025 Q2	$1.81M	Buy	29,190 +2,597	+10%	+$152K	0.5%	56
2025 Q1	$1.55M	Buy	26,593 +3,826	+17%	+$238K	0.48%	60
2024 Q4	$1.42M	Buy	+22,767	New	+$1.46M	0.47%	60

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

Clune & Associates's IJH Position: Q3 2026 in Review

Clune & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q3 2026, selling an estimated $420K and leaving 28,647 shares worth $2.06M. The position accounts for 0.32% of the portfolio, ranked #55.

Clune & Associates first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.8M in Q1 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Clune & Associates held 28,647 shares of iShares Core S&P Mid-Cap ETF worth $2.06M as of Q3 2026.
Clune & Associates sold 5,570 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $420K.
iShares Core S&P Mid-Cap ETF made up 0.32% of Clune & Associates's portfolio in Q3 2026, its #55 holding.
Clune & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares Core S&P Mid-Cap ETF position peaked at $2.8M in Q1 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.