Facet Wealth Inc
IJH icon

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

Facet Wealth Inc’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 		$1.9M Buy
26,454
+11,905
+82% +$898K 0.02% 98
2026
Q2 		$1.12M Buy
14,549
+4,384
+43% +$322K 0.02% 122
2026
Q1 		$686K Buy
10,165
+3,034
+43% +$210K 0.01% 138
2025
Q4 		$495K Buy
7,131
+488
+7% +$32K 0.01% 156
2025
Q3 		$434K Buy
6,643
+179
+3% +$11.5K 0.01% 127
2025
Q2 		$407K Buy
6,464
+1,443
+29% +$84.7K 0.01% 107
2025
Q1 		$294K Sell
5,021
-654
-12% -$40.6K 0.01% 111
2024
Q4 		$363K Sell
5,675
-1,371
-19% -$87.9K 0.01% 102
2024
Q3 		$437K Sell
7,046
-2,896
-29% -$175K 0.01% 95
2024
Q2 		$612K Buy
9,942
+3,623
+57% +$213K 0.02% 73
2024
Q1 		$375K Buy
6,319
+429
+7% +$24.3K 0.01% 83
2023
Q4 		$323K Sell
5,890
-140
-2% -$7.1K 0.01% 81
2023
Q3 		$285K Sell
6,030
-470
-7% -$24.6K 0.01% 78
2023
Q2 		$349K Sell
6,500
-255
-4% -$12.7K 0.02% 68
2023
Q1 		$338K Buy
6,755
+30
+0.4% +$1.53K 0.02% 61
2022
Q4 		$354K Sell
6,725
-1,140
-14% -$55.1K 0.02% 53
2022
Q3 		$381K Sell
7,865
-575
-7% -$27.8K 0.03% 51
2022
Q2 		$382K Buy
8,440
+3,625
+75% +$179K 0.03% 53
2022
Q1 		$259K Buy
4,815
+765
+19% +$40.7K 0.02% 57
2021
Q4 		$229K Sell
4,050
-100
-2% -$5.57K 0.02% 68
2021
Q3 		$218K Buy
+4,150
New +$223K 0.02% 57

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

Facet Wealth Inc's IJH Position: Q3 2026 in Review

Facet Wealth Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 82% in Q3 2026, buying an estimated $898K and bringing the position to 26,454 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #98.

Facet Wealth Inc first reported a position in IJH in Q3 2021 and has held it in 21 quarters since. 2,244 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Facet Wealth Inc held 26,454 shares of iShares Core S&P Mid-Cap ETF worth $1.9M as of Q3 2026.
  • Facet Wealth Inc bought 11,905 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $898K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Facet Wealth Inc's portfolio in Q3 2026, its #98 holding.
  • Facet Wealth Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • 2,244 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.