Fairman Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fairman Group’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	$2.38M	Sell	33,028 -1,742	-5%	-$131K	1.7%	12
2026 Q2	$2.68M	Sell	34,770 -3,418	-9%	-$251K	2.11%	11
2026 Q1	$2.58M	Buy	38,188 +348	+0.9%	+$24.1K	2.2%	10
2025 Q4	$2.5M	Sell	37,840 -551	-1%	-$36.1K	2%	11
2025 Q3	$2.51M	Sell	38,391 -5,813	-13%	-$374K	2.02%	10
2025 Q2	$2.74M	Sell	44,204 -3,380	-7%	-$198K	2.26%	10
2025 Q1	$3.05M	Sell	47,584 -1,974	-4%	-$123K	2.8%	8
2024 Q4	$3.09M	Buy	49,558 +2,808	+6%	+$180K	2.54%	8
2024 Q3	$2.91M	Buy	46,750 +1,041	+2%	+$62.8K	2.63%	8
2024 Q2	$2.67M	Buy	45,709 +4,352	+11%	+$256K	2.72%	7
2024 Q1	$2.51M	Buy	41,357 +8,247	+25%	+$467K	2.37%	8
2023 Q4	$1.84M	Buy	+33,110	New	+$1.68M	1.75%	9

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Fairman Group's IJH Position: Q3 2026 in Review

Fairman Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q3 2026, selling an estimated $131K and leaving 33,028 shares worth $2.38M. The position accounts for 1.7% of the portfolio, ranked #12.

Fairman Group first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.09M in Q4 2024. 1,600 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Fairman Group held 33,028 shares of iShares Core S&P Mid-Cap ETF worth $2.38M as of Q3 2026.
Fairman Group sold 1,742 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $131K.
iShares Core S&P Mid-Cap ETF made up 1.7% of Fairman Group's portfolio in Q3 2026, its #12 holding.
Fairman Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Fairman Group's iShares Core S&P Mid-Cap ETF position peaked at $3.09M in Q4 2024.
1,600 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.