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

Farrell Financial’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	$213K	Buy	2,961 +6	+0.2%	+$453	0.11%	78
2026 Q2	$228K	Buy	+2,955	New	+$217K	0.12%	77
2024 Q4	–	Sell	-3,082	Closed	-$203K	–	67
2024 Q3	$203K	Buy	+3,082	New	+$186K	0.14%	65

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Farrell Financial's IJH Position: Q3 2026 in Review

Farrell Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.2% in Q3 2026, buying an estimated $453 and bringing the position to 2,961 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #78.

Farrell Financial first reported a position in IJH in Q3 2024 and has held it in 3 quarters since. The position peaked at $228K in Q2 2026. 621 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Farrell Financial held 2,961 shares of iShares Core S&P Mid-Cap ETF worth $213K as of Q3 2026.
Farrell Financial bought 6 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $453.
iShares Core S&P Mid-Cap ETF made up 0.11% of Farrell Financial's portfolio in Q3 2026, its #78 holding.
Farrell Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
Farrell Financial's iShares Core S&P Mid-Cap ETF position peaked at $228K in Q2 2026.
621 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.