Collective Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Collective Family Office’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	$1.15M	Sell	15,998 -894	-5%	-$67.5K	0.24%	71
2026 Q2	$1.3M	Sell	16,892 -56	-0.3%	-$4.11K	0.27%	69
2026 Q1	$1.14M	Sell	16,948 -651	-4%	-$45.2K	0.26%	68
2025 Q4	$1.16M	Buy	17,599 +534	+3%	+$35K	0.27%	72
2025 Q3	$1.11M	Sell	17,065 -584	-3%	-$37.5K	0.27%	74
2025 Q2	$1.09M	Sell	17,649 -16	-0.1%	-$939	0.28%	70
2025 Q1	$1.03M	Sell	17,665 -252	-1%	-$15.6K	0.28%	70
2024 Q4	$1.12M	Hold	17,917	–	–	0.31%	67
2024 Q3	$1.12M	Sell	17,917 -635	-3%	-$38.3K	0.3%	68
2024 Q2	$1.09M	Buy	18,552 +687	+4%	+$40.4K	0.32%	72
2024 Q1	$1.09M	Buy	17,865 +1,700	+11%	+$96.2K	0.35%	67
2023 Q4	$896K	Buy	16,165 +130	+0.8%	+$6.59K	0.32%	67
2023 Q3	$800K	Buy	16,035 +255	+2%	+$13.4K	0.31%	69
2023 Q2	$825K	Buy	15,780 +325	+2%	+$16.2K	0.32%	67
2023 Q1	$773K	Buy	15,455 +4,035	+35%	+$206K	0.32%	71
2022 Q4	$552K	Sell	11,420 -6,620	-37%	-$320K	0.25%	86
2022 Q3	$791K	Buy	18,040 +55	+0.3%	+$2.66K	0.39%	66
2022 Q2	$814K	Sell	17,985 -2,325	-11%	-$115K	0.35%	76
2022 Q1	$1.09M	Hold	20,310	–	–	0.42%	63
2021 Q4	$1.15M	Sell	20,310 -1,380	-6%	-$76.8K	0.45%	63
2021 Q3	$1.14M	Hold	21,690	–	–	0.49%	55
2021 Q2	$1.17M	Hold	21,690	–	–	0.5%	55
2021 Q1	$1.13M	Sell	21,690 -285	-1%	-$14.2K	0.55%	50
2020 Q4	$1.01M	Buy	+21,975	New	+$926K	0.56%	56

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 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

Collective Family Office's IJH Position: Q3 2026 in Review

Collective Family Office reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q3 2026, selling an estimated $67.5K and leaving 15,998 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #71.

Collective Family Office first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.3M in Q2 2026. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Collective Family Office held 15,998 shares of iShares Core S&P Mid-Cap ETF worth $1.15M as of Q3 2026.
Collective Family Office sold 894 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $67.5K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Collective Family Office's portfolio in Q3 2026, its #71 holding.
Collective Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Collective Family Office's iShares Core S&P Mid-Cap ETF position peaked at $1.3M in Q2 2026.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.