Fermata Advisors
IJH icon

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

Fermata 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 		$370K Sell
5,136
-1,163
-18% -$87.8K 0.07% 184
2026
Q2 		$486K Buy
6,299
+103
+2% +$7.56K 0.1% 155
2026
Q1 		$418K Sell
6,196
-12
-0.2% -$832 0.09% 152
2025
Q4 		$410K Sell
6,208
-1,180
-16% -$77.3K 0.1% 147
2025
Q3 		$482K Sell
7,388
-145
-2% -$9.32K 0.12% 130
2025
Q2 		$467K Sell
7,533
-1,144
-13% -$67.2K 0.12% 134
2025
Q1 		$506K Buy
8,677
+2,288
+36% +$142K 0.09% 160
2024
Q4 		$398K Sell
6,389
-1,270
-17% -$81.5K 0.07% 167
2024
Q3 		$477K Sell
7,659
-93
-1% -$5.61K 0.1% 125
2024
Q2 		$454K Buy
7,752
+192
+3% +$11.3K 0.1% 115
2024
Q1 		$459K Buy
7,560
+3,830
+103% +$217K 0.1% 113
2023
Q4 		$207K Buy
+3,730
New +$189K 0.05% 175
2022
Q2 		– Sell
-5,790
Closed -$311K – 177
2022
Q1 		$311K Buy
5,790
+430
+8% +$22.9K 0.12% 121
2021
Q4 		$303K Sell
5,360
-525
-9% -$29.2K 0.11% 130
2021
Q3 		$310K Buy
+5,885
New +$317K 0.14% 119

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

Fermata Advisors's IJH Position: Q3 2026 in Review

Fermata Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q3 2026, selling an estimated $87.8K and leaving 5,136 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #184.

Fermata Advisors first reported a position in IJH in Q3 2021 and has held it in 15 quarters since. The position peaked at $506K in Q1 2025. 2,281 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Fermata Advisors held 5,136 shares of iShares Core S&P Mid-Cap ETF worth $370K as of Q3 2026.
  • Fermata Advisors sold 1,163 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $87.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Fermata Advisors's portfolio in Q3 2026, its #184 holding.
  • Fermata Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 15 quarters since.
  • Fermata Advisors's iShares Core S&P Mid-Cap ETF position peaked at $506K in Q1 2025.
  • 2,281 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.