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

Compass 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	$254K	Hold	3,529	–	–	0.05%	159
2026 Q2	$272K	Buy	+3,529	New	+$259K	0.05%	158
2025 Q4	–	Sell	-3,529	Closed	-$230K	–	108
2025 Q3	$230K	Hold	3,529	–	–	0.05%	143
2025 Q2	$219K	Buy	3,529 +439	+14%	+$25.8K	0.05%	145
2025 Q1	$180K	Hold	3,090	–	–	0.05%	156
2024 Q4	$193K	Hold	3,090	–	–	0.05%	151
2024 Q3	$193K	Hold	3,090	–	–	0.05%	158
2024 Q2	$181K	Hold	3,090	–	–	0.04%	161
2024 Q1	$188K	Sell	3,090 -1,055	-25%	-$59.7K	0.05%	161
2023 Q4	$230K	Buy	4,145 +3,360	+428%	+$170K	0.06%	146
2023 Q3	$39.1K	Hold	785	–	–	0.01%	255
2023 Q2	$41.1K	Hold	785	–	–	0.01%	259
2023 Q1	$39.3K	Hold	785	–	–	0.01%	262
2022 Q4	$38K	Buy	+785	New	+$37.9K	0.01%	263

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

Compass Wealth Management's IJH Position: Q3 2026 in Review

Compass Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 3,529 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #159.

Compass Wealth Management first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $272K in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Compass Wealth Management held 3,529 shares of iShares Core S&P Mid-Cap ETF worth $254K as of Q3 2026.
Compass 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 0.05% of Compass Wealth Management's portfolio in Q3 2026, its #159 holding.
Compass Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $272K in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.