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

DiNuzzo Private Wealth’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	$285K	Hold	3,965	–	–	0.03%	69
2026 Q2	$306K	Hold	3,965	–	–	0.03%	67
2026 Q1	$268K	Hold	3,965	–	–	0.03%	69
2025 Q4	$262K	Hold	3,965	–	–	0.03%	70
2025 Q3	$258K	Hold	3,965	–	–	0.03%	68
2025 Q2	$246K	Hold	3,965	–	–	0.03%	69
2025 Q1	$231K	Hold	3,965	–	–	0.03%	68
2024 Q4	$247K	Hold	3,965	–	–	0.03%	67
2024 Q3	$247K	Hold	3,965	–	–	0.03%	68
2024 Q2	$232K	Hold	3,965	–	–	0.03%	47
2024 Q1	$241K	Hold	3,965	–	–	0.03%	46
2023 Q4	$220K	Buy	+3,965	New	+$201K	0.03%	45

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

DiNuzzo Private Wealth's IJH Position: Q3 2026 in Review

DiNuzzo Private Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 3,965 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #69.

DiNuzzo Private Wealth first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $306K in Q2 2026. 1,150 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

DiNuzzo Private Wealth held 3,965 shares of iShares Core S&P Mid-Cap ETF worth $285K as of Q3 2026.
DiNuzzo Private Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #69 holding.
DiNuzzo Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $306K in Q2 2026.
1,150 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.