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

Core Wealth Partners’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	$233K	Buy	+3,235	New	+$244K	0.1%	168

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Core Wealth Partners's IJH Position: Q3 2026 in Review

Core Wealth Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 3,235 shares worth $233K. The stake represents 0.1% of the portfolio and ranks #168 among its holdings.

1,813 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Core Wealth Partners held 3,235 shares of iShares Core S&P Mid-Cap ETF worth $233K as of Q3 2026.
iShares Core S&P Mid-Cap ETF was a new Core Wealth Partners position in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Core Wealth Partners's portfolio in Q3 2026, its #168 holding.
1,813 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.