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

Financial Perspectives’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	$516K	Sell	7,174 -20	-0.3%	-$1.51K	0.12%	99
2026 Q2	$555K	Buy	7,194 +4	+0.1%	+$293	0.14%	99
2026 Q1	$486K	Buy	7,190 +3	+0%	+$208	0.14%	96
2025 Q4	$474K	Buy	7,187 +172	+2%	+$11.3K	0.13%	96
2025 Q3	$458K	Buy	7,015 +1,061	+18%	+$68.2K	0.13%	100
2025 Q2	$369K	Buy	5,954 +334	+6%	+$19.6K	0.11%	109
2025 Q1	$328K	Buy	5,620 +92	+2%	+$5.71K	0.11%	105
2024 Q4	$344K	Buy	5,528 +214	+4%	+$13.7K	0.12%	100
2024 Q3	$331K	Hold	5,314	–	–	0.11%	106
2024 Q2	$311K	Sell	5,314 -85	-2%	-$4.99K	0.11%	108
2024 Q1	$328K	Buy	5,399 +64	+1%	+$3.62K	0.12%	100
2023 Q4	$296K	Buy	5,335 +15	+0.3%	+$761	0.12%	109
2023 Q3	$265K	Sell	5,320 -105	-2%	-$5.5K	0.12%	101
2023 Q2	$284K	Buy	5,425 +30	+0.6%	+$1.49K	0.12%	101
2023 Q1	$270K	Buy	5,395 +20	+0.4%	+$1.02K	0.13%	100
2022 Q4	$260K	Buy	5,375 +35	+0.7%	+$1.69K	0.13%	99
2022 Q3	$234K	Buy	5,340 +5	+0.1%	+$242	0.13%	103
2022 Q2	$241K	Hold	5,335	–	–	0.14%	99
2022 Q1	$286K	Sell	5,335 -135	-2%	-$7.19K	0.13%	101
2021 Q4	$310K	Buy	5,470 +5	+0.1%	+$278	0.15%	92
2021 Q3	$288K	Sell	5,465 -190	-3%	-$10.2K	0.14%	96
2021 Q2	$304K	Sell	5,655 -25	-0.4%	-$1.35K	0.15%	97
2021 Q1	$296K	Buy	5,680 +5	+0.1%	+$250	0.16%	93
2020 Q4	$261K	Buy	5,675 +135	+2%	+$5.69K	0.15%	98
2020 Q3	$205K	Buy	5,540 +5	+0.1%	+$187	0.14%	98
2020 Q2	$197K	Buy	5,535 +750	+16%	+$24.9K	0.14%	85
2020 Q1	$138K	Sell	4,785 -650	-12%	-$24.2K	0.11%	95
2019 Q4	$224K	Buy	+5,435	New	+$215K	0.15%	78

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Financial Perspectives's IJH Position: Q3 2026 in Review

Financial Perspectives reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.28% in Q3 2026, selling an estimated $1.51K and leaving 7,174 shares worth $516K. The position accounts for 0.12% of the portfolio, ranked #99.

Financial Perspectives first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. The position peaked at $555K in Q2 2026. 1,888 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Financial Perspectives held 7,174 shares of iShares Core S&P Mid-Cap ETF worth $516K as of Q3 2026.
Financial Perspectives sold 20 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.51K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Financial Perspectives's portfolio in Q3 2026, its #99 holding.
Financial Perspectives first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's iShares Core S&P Mid-Cap ETF position peaked at $555K in Q2 2026.
1,888 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.