Foster & Motley
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Foster & Motley’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Foster & Motley’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 		$705K Sell
9,795
-170
-2% -$12.8K 0.03% 284
2026
Q2 		$768K Buy
9,965
+3,378
+51% +$248K 0.04% 269
2026
Q1 		$445K Buy
6,587
+145
+2% +$10.1K 0.02% 316
2025
Q4 		$425K Buy
6,442
+138
+2% +$9.04K 0.02% 308
2025
Q3 		$411K Sell
6,304
-95
-1% -$6.1K 0.02% 312
2025
Q2 		$397K Hold
6,399
– – 0.02% 309
2025
Q1 		$373K Hold
6,399
– – 0.02% 309
2024
Q4 		$399K Sell
6,399
-46
-0.7% -$2.95K 0.03% 298
2024
Q3 		$402K Buy
6,445
+25
+0.4% +$1.51K 0.03% 301
2024
Q2 		$376K Buy
6,420
+580
+10% +$34.1K 0.03% 300
2024
Q1 		$355K Sell
5,840
-350
-6% -$19.8K 0.02% 301
2023
Q4 		$343K Buy
6,190
+210
+4% +$10.7K 0.03% 303
2023
Q3 		$298K Buy
5,980
+1,620
+37% +$84.9K 0.02% 321
2023
Q2 		$228K Hold
4,360
– – 0.02% 371
2023
Q1 		$218K Hold
4,360
– – 0.02% 371
2022
Q4 		$211K Sell
4,360
-1,040
-19% -$50.2K 0.02% 364
2022
Q3 		$237K Sell
5,400
-50
-0.9% -$2.42K 0.02% 327
2022
Q2 		$247K Sell
5,450
-1,070
-16% -$52.8K 0.02% 325
2022
Q1 		$350K Buy
6,520
+1,285
+25% +$68.4K 0.03% 292
2021
Q4 		$296K Hold
5,235
– – 0.02% 304
2021
Q3 		$275K Sell
5,235
-85
-2% -$4.57K 0.02% 297
2021
Q2 		$286K Buy
+5,320
New +$287K 0.02% 285
2016
Q2 		– Sell
-7,870
Closed -$227K – 167
2016
Q1 		$227K Hold
7,870
– – 0.05% 162
2015
Q4 		$219K Hold
7,870
– – 0.05% 169
2015
Q3 		$215K Buy
+7,870
New +$229K 0.05% 166

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Foster & Motley's IJH Position: Q3 2026 in Review

Foster & Motley reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q3 2026, selling an estimated $12.8K and leaving 9,795 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #284.

Foster & Motley first reported a position in IJH in Q3 2015 and has held it in 25 quarters since. The position peaked at $768K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Foster & Motley held 9,795 shares of iShares Core S&P Mid-Cap ETF worth $705K as of Q3 2026.
  • Foster & Motley sold 170 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $12.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Foster & Motley's portfolio in Q3 2026, its #284 holding.
  • Foster & Motley first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 25 quarters since.
  • Foster & Motley's iShares Core S&P Mid-Cap ETF position peaked at $768K in Q2 2026.
  • 2,244 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Foster & Motley's 13F filing for Q3 2026, filed 12 Nov 2026.