Fi3 Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fi3 Financial 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 Q2	$57.3M	Buy	76,482 +67,582	+759%	+$4.96M	13.71%	1
2026 Q1	$601K	Buy	8,900 +4,847	+120%	+$336K	0.17%	63
2025 Q4	$267K	Buy	4,053 +15	+0.4%	+$983	0.08%	137
2025 Q3	$263K	Sell	4,038 -15	-0.4%	-$964	0.09%	112
2025 Q2	$251K	Buy	4,053 +1	+0%	+$59	0.09%	119
2025 Q1	$236K	Hold	4,052	–	–	0.1%	104
2024 Q4	$252K	Buy	4,052 +1	+0%	+$64	0.09%	93
2024 Q3	$252K	Buy	4,051 +1	+0%	+$60	0.1%	80
2024 Q2	$237K	Buy	4,050 +1	+0%	+$59	0.1%	70
2024 Q1	$237K	Sell	4,049 -86	-2%	-$4.87K	0.11%	71
2023 Q4	$229K	Hold	4,135	–	–	0.11%	63
2023 Q3	$206K	Buy	+4,135	New	+$217K	0.11%	63

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fi3 Financial Advisors's IJH Position: Q2 2026 in Review

Fi3 Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 759% in Q2 2026, buying an estimated $4.96M and bringing the position to 76,482 shares worth $57.3M. The position accounts for 13.71% of the portfolio, ranked #1.

Fi3 Financial Advisors first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Fi3 Financial Advisors held 76,482 shares of iShares Core S&P Mid-Cap ETF worth $57.3M as of Q2 2026.
Fi3 Financial Advisors bought 67,582 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.96M.
iShares Core S&P Mid-Cap ETF made up 13.71% of Fi3 Financial Advisors's portfolio in Q2 2026, its #1 holding.
Fi3 Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.