Diversified Enterprises’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Diversified Enterprises’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	$1.15M	Buy	16,000 +42	+0.3%	+$3.17K	0.05%	154
2026 Q2	$1.23M	Sell	15,958 -135	-0.8%	-$9.9K	0.06%	137
2026 Q1	$1.09M	Buy	16,093 +6,614	+70%	+$459K	0.06%	145
2025 Q4	$626K	Sell	9,479 -988	-9%	-$64.7K	0.04%	182
2025 Q3	$683K	Sell	10,467 -54	-0.5%	-$3.47K	0.05%	130
2025 Q2	$653K	Sell	10,521 -2,327	-18%	-$137K	0.05%	130
2025 Q1	$750K	Sell	12,848 -242	-2%	-$15K	0.06%	111
2024 Q4	$816K	Sell	13,090 -313	-2%	-$20.1K	0.08%	88
2024 Q3	$835K	Buy	+13,403	New	+$808K	0.09%	85

Other funds holding IJH

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

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

Diversified Enterprises's IJH Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.26% in Q3 2026, buying an estimated $3.17K and bringing the position to 16,000 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #154.

Diversified Enterprises first reported a position in IJH in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q2 2026. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Diversified Enterprises held 16,000 shares of iShares Core S&P Mid-Cap ETF worth $1.15M as of Q3 2026.
Diversified Enterprises bought 42 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $3.17K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Diversified Enterprises's portfolio in Q3 2026, its #154 holding.
Diversified Enterprises first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares Core S&P Mid-Cap ETF position peaked at $1.23M in Q2 2026.
1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.