Farther Finance Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Farther Finance Advisors’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	$43.1M	Buy	599,209 +35,290	+6%	+$2.66M	0.3%	56
2026 Q2	$43.5M	Buy	563,919 +32,623	+6%	+$2.39M	0.34%	54
2026 Q1	$36.2M	Buy	531,296 +71,210	+15%	+$4.94M	0.34%	58
2025 Q4	$30.4M	Buy	460,086 +132,720	+41%	+$8.69M	0.33%	59
2025 Q3	$21.4M	Buy	327,366 +87,463	+36%	+$5.62M	0.32%	59
2025 Q2	$14.9M	Buy	239,903 +44,601	+23%	+$2.62M	0.3%	62
2025 Q1	$11.5M	Buy	195,302 +65,127	+50%	+$4.04M	0.29%	65
2024 Q4	$8.11M	Sell	130,175 -1,946	-1%	-$125K	0.29%	74
2024 Q3	$8.23M	Buy	132,121 +16,451	+14%	+$992K	0.31%	62
2024 Q2	$6.71M	Buy	115,670 +7,549	+7%	+$443K	0.32%	55
2024 Q1	$6.53M	Sell	108,121 -819	-0.8%	-$46.4K	0.4%	46
2023 Q4	$6.04M	Buy	108,940 +18,485	+20%	+$938K	0.43%	45
2023 Q3	$4.51M	Buy	90,455 +47,550	+111%	+$2.49M	0.71%	27
2023 Q2	$2.24M	Buy	42,905 +10,510	+32%	+$522K	0.49%	41
2023 Q1	$1.62M	Buy	32,395 +15,670	+94%	+$798K	0.47%	40
2022 Q4	$809K	Buy	+16,725	New	+$808K	0.31%	63

Other funds holding IJH

VFA

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

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

AIM

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

AWE

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

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Farther Finance Advisors's IJH Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.3% in Q3 2026, buying an estimated $2.66M and bringing the position to 599,209 shares worth $43.1M. The position accounts for 0.3% of the portfolio, ranked #56.

Farther Finance Advisors first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $43.5M in Q2 2026. 113 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Farther Finance Advisors held 599,209 shares of iShares Core S&P Mid-Cap ETF worth $43.1M as of Q3 2026.
Farther Finance Advisors bought 35,290 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $2.66M.
iShares Core S&P Mid-Cap ETF made up 0.3% of Farther Finance Advisors's portfolio in Q3 2026, its #56 holding.
Farther Finance Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's iShares Core S&P Mid-Cap ETF position peaked at $43.5M in Q2 2026.
113 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.