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

Financial Management Network’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	$28.9M	Buy	393,203 +8,430	+2%	+$636K	4.15%	4
2026 Q2	$29.1M	Sell	384,773 -6,399	-2%	-$470K	4.17%	4
2026 Q1	$27.6M	Sell	391,172 -5,792	-1%	-$402K	4.23%	4
2025 Q4	$26.6M	Buy	396,964 +1,257	+0.3%	+$82.3K	4.2%	4
2025 Q3	$26.1M	Buy	395,707 +8,189	+2%	+$526K	4.3%	3
2025 Q2	$24.7M	Buy	387,518 +17,129	+5%	+$1.01M	4.43%	3
2025 Q1	$19.4M	Buy	370,389 +43,625	+13%	+$2.71M	4.36%	3
2024 Q4	$20.6M	Buy	326,764 +50,125	+18%	+$3.21M	4.27%	3
2024 Q3	$17.2M	Buy	276,639 +15,217	+6%	+$918K	3.6%	4
2024 Q2	$15.1M	Buy	261,422 +337	+0.1%	+$19.8K	3.63%	4
2024 Q1	$15.4M	Buy	261,085 +4,475	+2%	+$253K	3.89%	6
2023 Q4	$13.9M	Sell	256,610 -8,445	-3%	-$428K	4.05%	6
2023 Q3	$12.9M	Sell	265,055 -1,045	-0.4%	-$54.8K	4.27%	3
2023 Q2	$14M	Sell	266,100 -6,200	-2%	-$308K	4.86%	3
2023 Q1	$13.4M	Sell	272,300 -50,945	-16%	-$2.6M	5.37%	3
2022 Q4	$15.8M	Buy	323,245 +33,635	+12%	+$1.62M	7.03%	3
2022 Q3	$13.6M	Buy	289,610 +39,745	+16%	+$1.92M	6.71%	3
2022 Q2	$11.4M	Buy	249,865 +30,110	+14%	+$1.49M	6.09%	3
2022 Q1	$11.8M	Buy	219,755 +7,210	+3%	+$384K	6.02%	4
2021 Q4	$12.1M	Buy	212,545 +5,110	+2%	+$284K	5.56%	3
2021 Q3	$11M	Buy	207,435 +945	+0.5%	+$50.8K	5.59%	3
2021 Q2	$11.2M	Sell	206,490 -5,010	-2%	-$270K	5.68%	3
2021 Q1	$11.6M	Sell	211,500 -10,660	-5%	-$532K	5.99%	3
2020 Q4	$10.9M	Buy	+222,160	New	+$9.36M	6.73%	3

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

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

Financial Management Network's IJH Position: Q3 2026 in Review

Financial Management Network increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q3 2026, buying an estimated $636K and bringing the position to 393,203 shares worth $28.9M. The position accounts for 4.15% of the portfolio, ranked #4.

Financial Management Network first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $29.1M in Q2 2026. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Financial Management Network held 393,203 shares of iShares Core S&P Mid-Cap ETF worth $28.9M as of Q3 2026.
Financial Management Network bought 8,430 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $636K.
iShares Core S&P Mid-Cap ETF made up 4.15% of Financial Management Network's portfolio in Q3 2026, its #4 holding.
Financial Management Network first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's iShares Core S&P Mid-Cap ETF position peaked at $29.1M in Q2 2026.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.