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

FORM Wealth 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	$33.8M	Sell	469,724 -6,141	-1%	-$463K	3.77%	8
2026 Q2	$36.7M	Sell	475,865 -120,732	-20%	-$8.86M	4.04%	8
2026 Q1	$40.3M	Sell	596,597 -90,679	-13%	-$6.29M	4.72%	8
2025 Q4	$45.4M	Buy	+687,276	New	+$45M	5.31%	6
2025 Q2	$44M	Buy	708,892 +70,608	+11%	+$4.14M	5.32%	6
2025 Q1	$37.2M	Buy	+638,284	New	+$39.6M	5.06%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

FORM Wealth Advisors's IJH Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q3 2026, selling an estimated $463K and leaving 469,724 shares worth $33.8M. The position accounts for 3.77% of the portfolio, ranked #8.

FORM Wealth Advisors first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. The position peaked at $45.4M in Q4 2025. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

FORM Wealth Advisors held 469,724 shares of iShares Core S&P Mid-Cap ETF worth $33.8M as of Q3 2026.
FORM Wealth Advisors sold 6,141 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $463K.
iShares Core S&P Mid-Cap ETF made up 3.77% of FORM Wealth Advisors's portfolio in Q3 2026, its #8 holding.
FORM Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $45.4M in Q4 2025.
2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

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