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

Defined 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	$485K	Sell	6,737 -20	-0.3%	-$1.51K	0.25%	82
2026 Q2	$521K	Buy	6,757 +39	+0.6%	+$2.86K	0.27%	79
2026 Q1	$454K	Buy	6,718 +32	+0.5%	+$2.22K	0.27%	79
2025 Q4	$441K	Sell	6,686 -58	-0.9%	-$3.8K	0.25%	78
2025 Q3	$440K	Sell	6,744 -50	-0.7%	-$3.21K	0.26%	79
2025 Q2	$421K	Sell	6,794 -23	-0.3%	-$1.35K	0.26%	84
2025 Q1	$398K	Sell	6,817 -30	-0.4%	-$1.86K	0.27%	83
2024 Q4	$427K	Sell	6,847 -161	-2%	-$10.3K	0.28%	77
2024 Q3	$437K	Sell	7,008 -30	-0.4%	-$1.81K	0.28%	77
2024 Q2	$412K	Sell	7,038 -52	-0.7%	-$3.06K	0.29%	79
2024 Q1	$431K	Hold	7,090	–	–	0.31%	75
2023 Q4	$393K	Sell	7,090 -45	-0.6%	-$2.28K	0.3%	80
2023 Q3	$356K	Sell	7,135 -20	-0.3%	-$1.05K	0.3%	80
2023 Q2	$374K	Sell	7,155 -5	-0.1%	-$248	0.32%	75
2023 Q1	$358K	Sell	7,160 -235	-3%	-$12K	0.33%	76
2022 Q4	$358K	Buy	+7,395	New	+$357K	0.34%	76

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

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

Defined Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.3% in Q3 2026, selling an estimated $1.51K and leaving 6,737 shares worth $485K. The position accounts for 0.25% of the portfolio, ranked #82.

Defined Wealth Management first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $521K in Q2 2026. 662 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Defined Wealth Management held 6,737 shares of iShares Core S&P Mid-Cap ETF worth $485K as of Q3 2026.
Defined Wealth Management sold 20 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.51K.
iShares Core S&P Mid-Cap ETF made up 0.25% of Defined Wealth Management's portfolio in Q3 2026, its #82 holding.
Defined Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Defined Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $521K in Q2 2026.
662 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.