GenWealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GenWealth Group’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	$28.3M	Buy	393,223 +5,112	+1%	+$386K	4.41%	9
2026 Q2	$29.9M	Buy	+388,111	New	+$28.5M	4.66%	8
2026 Q1	–	Sell	-415,644	Closed	-$28.6M	–	89
2025 Q4	$28.6M	Buy	415,644 +17,832	+4%	+$1.17M	4.87%	7
2025 Q3	$26M	Sell	397,812 -13,164	-3%	-$846K	4.83%	7
2025 Q2	$25.5M	Buy	+410,976	New	+$24.1M	5.14%	7
2025 Q1	–	Sell	-304,374	Closed	-$19M	–	75
2024 Q4	$19M	Buy	304,374 +5,248	+2%	+$337K	4.32%	10
2024 Q3	$18.6M	Buy	299,126 +8,087	+3%	+$488K	4.29%	9
2024 Q2	$17M	Buy	291,039 +3,644	+1%	+$214K	4.19%	10
2024 Q1	$17.5M	Buy	+287,395	New	+$16.3M	4.4%	10
2022 Q1	–	Sell	-3,620	Closed	-$205K	–	75
2021 Q4	$205K	Sell	3,620 -175	-5%	-$9.7K	0.06%	67
2021 Q3	$200K	Sell	3,795 -185	-5%	-$10K	0.06%	62
2021 Q2	$213K	Sell	3,980 -180	-4%	-$9.7K	0.06%	60
2021 Q1	$216K	Sell	4,160 -5,555	-57%	-$277K	0.07%	65
2020 Q4	$447K	Sell	9,715 -1,150	-11%	-$48.5K	0.15%	47
2020 Q3	$427K	Sell	10,865 -1,265	-10%	-$47.3K	0.15%	48
2020 Q2	$428K	Sell	12,130 -700	-5%	-$23.2K	0.17%	47
2020 Q1	$369K	Sell	12,830 -1,455	-10%	-$54.1K	0.16%	38
2019 Q4	$588K	Sell	14,285 -1,020	-7%	-$40.4K	0.23%	44
2019 Q3	$591K	Hold	15,305	–	–	0.25%	41
2019 Q2	$594K	Buy	15,305 +4,980	+48%	+$191K	0.25%	39
2019 Q1	$396K	Buy	10,325 +145	+1%	+$5.36K	0.18%	45
2018 Q4	$338K	Buy	10,180 +365	+4%	+$13.3K	0.17%	43
2018 Q3	$390K	Hold	9,815	–	–	0.18%	44
2018 Q2	$383K	Sell	9,815 -230	-2%	-$8.88K	0.19%	44
2018 Q1	$376K	Buy	10,045 +1,565	+18%	+$59.9K	0.19%	44
2017 Q4	$336K	Buy	8,480 +1,840	+28%	+$68K	0.17%	49
2017 Q3	$237K	Sell	6,640 -1,825	-22%	-$63.6K	0.14%	51
2017 Q2	$294K	Buy	+8,465	New	+$292K	0.2%	43

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GenWealth Group's IJH Position: Q3 2026 in Review

GenWealth Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q3 2026, buying an estimated $386K and bringing the position to 393,223 shares worth $28.3M. The position accounts for 4.41% of the portfolio, ranked #9.

GenWealth Group first reported a position in IJH in Q2 2017 and has held it in 28 quarters since. The position peaked at $29.9M in Q2 2026. 1,038 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

GenWealth Group held 393,223 shares of iShares Core S&P Mid-Cap ETF worth $28.3M as of Q3 2026.
GenWealth Group bought 5,112 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $386K.
iShares Core S&P Mid-Cap ETF made up 4.41% of GenWealth Group's portfolio in Q3 2026, its #9 holding.
GenWealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 28 quarters since.
GenWealth Group's iShares Core S&P Mid-Cap ETF position peaked at $29.9M in Q2 2026.
1,038 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on GenWealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.