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

Fluent Financial’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 		$4.16M Sell
57,797
-178
-0.3% -$13.4K 1.42% 18
2026
Q2 		$4.47M Buy
57,975
+1,031
+2% +$75.6K 1.6% 15
2026
Q1 		$4.05M Buy
56,944
+99
+0.2% +$6.87K 1.48% 18
2025
Q4 		$3.75M Buy
+56,845
New +$3.72M 1.43% 22

Other funds holding IJH

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Fluent Financial's IJH Position: Q3 2026 in Review

Fluent Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.31% in Q3 2026, selling an estimated $13.4K and leaving 57,797 shares worth $4.16M. The position accounts for 1.42% of the portfolio, ranked #18.

Fluent Financial first reported a position in IJH in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.47M in Q2 2026. 612 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Fluent Financial held 57,797 shares of iShares Core S&P Mid-Cap ETF worth $4.16M as of Q3 2026.
  • Fluent Financial sold 178 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $13.4K.
  • iShares Core S&P Mid-Cap ETF made up 1.42% of Fluent Financial's portfolio in Q3 2026, its #18 holding.
  • Fluent Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Fluent Financial's iShares Core S&P Mid-Cap ETF position peaked at $4.47M in Q2 2026.
  • 612 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Fluent Financial's 13F filing for Q3 2026, filed 13 Oct 2026.