Fountainhead AM
IJH icon

Fountainhead AM’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Fountainhead AM’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 		$330K Sell
4,586
-18
-0.4% -$1.36K 0.23% 71
2026
Q2 		$355K Sell
4,604
-3,041
-40% -$223K 0.26% 62
2026
Q1 		$516K Buy
7,645
+674
+10% +$46.8K 0.46% 49
2025
Q4 		$460K Buy
6,971
+525
+8% +$34.4K 0.68% 36
2025
Q3 		$421K Buy
6,446
+434
+7% +$27.9K 0.06% 134
2025
Q2 		$373K Sell
6,012
-161
-3% -$9.45K 0.05% 137
2025
Q1 		$360K Buy
6,173
+492
+9% +$30.6K 0.06% 121
2024
Q4 		$354K Buy
5,681
+23
+0.4% +$1.48K 0.06% 108
2024
Q3 		$353K Sell
5,658
-92
-2% -$5.55K 0.07% 91
2024
Q2 		$337K Sell
5,750
-2,035
-26% -$120K 0.08% 82
2024
Q1 		$473K Sell
7,785
-215
-3% -$12.2K 0.12% 69
2023
Q4 		$443K Sell
8,000
-1,085
-12% -$55K 0.12% 65
2023
Q3 		$453K Buy
9,085
+10
+0.1% +$524 0.16% 52
2023
Q2 		$475K Sell
9,075
-1,100
-11% -$54.7K 0.17% 46
2023
Q1 		$509K Buy
10,175
+1,400
+16% +$71.3K 0.2% 43
2022
Q4 		$424K Buy
8,775
+25
+0.3% +$1.21K 0.19% 44
2022
Q3 		$384K Sell
8,750
-75
-0.8% -$3.63K 0.19% 45
2022
Q2 		$399K Buy
8,825
+20
+0.2% +$987 0.22% 41
2022
Q1 		$472K Sell
8,805
-255
-3% -$13.6K 0.21% 36
2021
Q4 		$513K Buy
9,060
+375
+4% +$20.9K 0.22% 37
2021
Q3 		$457K Buy
8,685
+30
+0.3% +$1.61K 0.22% 36
2021
Q2 		$451K Hold
8,655
– – 0.24% 33
2021
Q1 		$451K Buy
8,655
+775
+10% +$38.7K 0.24% 33
2020
Q4 		$362K Buy
+7,880
New +$332K 0.23% 36

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

Fountainhead AM's IJH Position: Q3 2026 in Review

Fountainhead AM reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.39% in Q3 2026, selling an estimated $1.36K and leaving 4,586 shares worth $330K. The position accounts for 0.23% of the portfolio, ranked #71.

Fountainhead AM first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $516K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Fountainhead AM held 4,586 shares of iShares Core S&P Mid-Cap ETF worth $330K as of Q3 2026.
  • Fountainhead AM sold 18 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.36K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Fountainhead AM's portfolio in Q3 2026, its #71 holding.
  • Fountainhead AM first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Fountainhead AM's iShares Core S&P Mid-Cap ETF position peaked at $516K in Q1 2026.
  • 2,244 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Fountainhead AM's 13F filing for Q3 2026, filed 5 Nov 2026.