David J. Yvars Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

David J. Yvars Group’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	$10M	Buy	139,418 +1,647	+1%	+$124K	4.61%	5
2026 Q2	$10.6M	Buy	137,771 +1,253	+0.9%	+$91.9K	5.01%	4
2026 Q1	$9.22M	Buy	136,518 +350	+0.3%	+$24.3K	5.15%	5
2025 Q4	$8.99M	Buy	136,168 +4,226	+3%	+$277K	4.78%	5
2025 Q3	$8.61M	Sell	131,942 -12,991	-9%	-$835K	4.61%	5
2025 Q2	$8.99M	Buy	144,933 +58,146	+67%	+$3.41M	5.27%	5
2025 Q1	$5.06M	Buy	86,787 +525	+0.6%	+$32.6K	3.98%	5
2024 Q4	$5.38M	Buy	86,262 +1,251	+1%	+$80.2K	3.28%	8
2024 Q3	$5.3M	Sell	85,011 -8,040	-9%	-$485K	3.28%	7
2024 Q2	$5.45M	Sell	93,051 -1,637	-2%	-$96.2K	3.41%	6
2024 Q1	$5.75M	Sell	94,688 -282	-0.3%	-$16K	3.88%	6
2023 Q4	$5.26M	Sell	94,970 -9,175	-9%	-$465K	4.23%	6
2023 Q3	$5.19M	Sell	104,145 -2,570	-2%	-$135K	4.33%	6
2023 Q2	$5.58M	Buy	106,715 +810	+0.8%	+$40.3K	4.61%	5
2023 Q1	$5.3M	Buy	105,905 +12,750	+14%	+$650K	4.79%	3
2022 Q4	$4.51M	Sell	93,155 -2,740	-3%	-$132K	5.65%	4
2022 Q3	$4.21M	Sell	95,895 -4,310	-4%	-$208K	4.67%	7
2022 Q2	$4.59M	Sell	100,205 -1,890	-2%	-$93.3K	6.24%	4
2022 Q1	$5.48M	Sell	102,095 -7,655	-7%	-$408K	3.82%	11
2021 Q4	$6.21M	Sell	109,750 -8,220	-7%	-$458K	3.84%	10
2021 Q3	$6.3M	Sell	117,970 -880	-0.7%	-$47.3K	3.68%	11
2021 Q2	$6.39M	Buy	118,850 +2,395	+2%	+$129K	3.59%	11
2021 Q1	$6.06M	Sell	116,455 -1,995	-2%	-$100K	3.86%	10
2020 Q4	$5.44M	Buy	+118,450	New	+$4.99M	3.69%	11

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

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

David J. Yvars Group's IJH Position: Q3 2026 in Review

David J. Yvars Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q3 2026, buying an estimated $124K and bringing the position to 139,418 shares worth $10M. The position accounts for 4.61% of the portfolio, ranked #5.

David J. Yvars Group first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.6M in Q2 2026. 1,200 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

David J. Yvars Group held 139,418 shares of iShares Core S&P Mid-Cap ETF worth $10M as of Q3 2026.
David J. Yvars Group bought 1,647 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $124K.
iShares Core S&P Mid-Cap ETF made up 4.61% of David J. Yvars Group's portfolio in Q3 2026, its #5 holding.
David J. Yvars Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
David J. Yvars Group's iShares Core S&P Mid-Cap ETF position peaked at $10.6M in Q2 2026.
1,200 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.