Econ Financial Services
IJH icon

Econ Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Econ Financial Services’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 		– Sell
-9,579
Closed -$739K – 102
2026
Q2 		$739K Sell
9,579
-111,271
-92% -$8.16M 0.35% 60
2026
Q1 		$8.16M Sell
120,850
-43,028
-26% -$2.98M 3.79% 4
2025
Q4 		$10.8M Sell
163,878
-651
-0.4% -$42.6K 5.42% 1
2025
Q3 		$10.7M Buy
164,529
+5,546
+3% +$356K 5.35% 3
2025
Q2 		$9.9M Buy
158,983
+11,262
+8% +$661K 5.08% 4
2025
Q1 		$8.62M Buy
147,721
+50,664
+52% +$3.15M 4.59% 4
2024
Q4 		$6.05M Buy
97,057
+34,339
+55% +$2.2M 3.47% 6
2024
Q3 		$3.91M Buy
62,718
+648
+1% +$39.1K 2.19% 8
2024
Q2 		$3.63M Sell
62,070
-56,665
-48% -$3.33M 2.25% 8
2024
Q1 		$7.21M Sell
118,735
-10,570
-8% -$598K 4.48% 3
2023
Q4 		$7.17M Sell
129,305
-11,460
-8% -$581K 5.04% 4
2023
Q3 		$7.02M Buy
+140,765
New +$7.38M 5.12% 4
2022
Q1 		– Sell
-250
Closed -$14K – 174
2021
Q4 		$14K Buy
+250
New +$13.9K 0.01% 113

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Econ Financial Services's IJH Position: Q3 2026 in Review

Econ Financial Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026, closing a stake of 9,579 shares — an estimated $739K sold.

Econ Financial Services first reported a position in IJH in Q4 2021 and held it in 13 quarters. The position peaked at $10.8M in Q4 2025. 2,293 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Econ Financial Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 9,579 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $739K.
  • Econ Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 13 quarters.
  • Econ Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $10.8M in Q4 2025.
  • 2,293 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.