CoreCap Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CoreCap Advisors’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	$18.4M	Buy	256,419 +792	+0.3%	+$59.8K	0.53%	31
2026 Q2	$19.7M	Buy	255,627 +6,641	+3%	+$487K	0.58%	27
2026 Q1	$16.8M	Buy	248,986 +9,772	+4%	+$678K	0.57%	29
2025 Q4	$15.8M	Buy	239,214 +3,418	+1%	+$224K	0.55%	32
2025 Q3	$15.4M	Buy	235,796 +1,531	+0.7%	+$98.4K	0.56%	28
2025 Q2	$14.5M	Buy	234,265 +8,045	+4%	+$472K	0.58%	25
2025 Q1	$13.2M	Sell	226,220 -3,325	-1%	-$206K	0.58%	30
2024 Q4	$14.3M	Buy	229,545 +22,091	+11%	+$1.42M	0.65%	25
2024 Q3	$12.9M	Buy	+207,454	New	+$12.5M	0.61%	24
2024 Q2	–	Sell	-201,792	Closed	-$12.3M	–	2070
2024 Q1	$12.3M	Buy	201,792 +3,942	+2%	+$223K	0.65%	25
2023 Q4	$11M	Buy	197,850 +2,285	+1%	+$116K	0.71%	28
2023 Q3	$9.8M	Buy	195,565 +20	+0%	+$1.05K	0.7%	33
2023 Q2	$10.2M	Buy	+195,545	New	+$9.7M	0.73%	26
2022 Q4	$8.92M	Buy	184,405 +11,835	+7%	+$572K	0.64%	30
2022 Q3	$7.57M	Buy	172,570 +14,835	+9%	+$717K	0.64%	34
2022 Q2	$7.14M	Buy	157,735 +15,415	+11%	+$761K	0.56%	37
2022 Q1	$7.64M	Buy	142,320 +11,275	+9%	+$600K	0.53%	39
2021 Q4	$7.42M	Buy	+131,045	New	+$7.29M	0.5%	40

Other funds holding IJH

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 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

CoreCap Advisors's IJH Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.31% in Q3 2026, buying an estimated $59.8K and bringing the position to 256,419 shares worth $18.4M. The position accounts for 0.53% of the portfolio, ranked #31.

CoreCap Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.7M in Q2 2026. 2,270 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

CoreCap Advisors held 256,419 shares of iShares Core S&P Mid-Cap ETF worth $18.4M as of Q3 2026.
CoreCap Advisors bought 792 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $59.8K.
iShares Core S&P Mid-Cap ETF made up 0.53% of CoreCap Advisors's portfolio in Q3 2026, its #31 holding.
CoreCap Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's iShares Core S&P Mid-Cap ETF position peaked at $19.7M in Q2 2026.
2,270 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.