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

Heartwood 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	$381K	Hold	5,293	–	–	0.03%	159
2026 Q2	$408K	Sell	5,293 -511	-9%	-$37.5K	0.03%	157
2026 Q1	$392K	Buy	5,804 +1,734	+43%	+$120K	0.03%	147
2025 Q4	$269K	Buy	4,070 +279	+7%	+$18.3K	0.02%	170
2025 Q3	$247K	Hold	3,791	–	–	0.02%	181
2025 Q2	$235K	Sell	3,791 -100	-3%	-$5.87K	0.02%	170
2025 Q1	$227K	Buy	3,891 +431	+12%	+$26.8K	0.03%	166
2024 Q4	$216K	Hold	3,460	–	–	0.02%	164
2024 Q3	$216K	Hold	3,460	–	–	0.02%	168
2024 Q2	$202K	Hold	3,460	–	–	0.02%	170
2024 Q1	$210K	Sell	3,460 -290	-8%	-$16.4K	0.03%	155
2023 Q4	$208K	Buy	+3,750	New	+$190K	0.03%	140
2023 Q1	–	Sell	-4,195	Closed	-$203K	–	136
2022 Q4	$203K	Buy	+4,195	New	+$203K	0.03%	123
2022 Q3	–	Sell	-6,950	Closed	-$314K	–	114
2022 Q2	$314K	Buy	+6,950	New	+$343K	0.05%	95

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

AIM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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

Heartwood Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 5,293 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #159.

Heartwood Wealth Advisors first reported a position in IJH in Q2 2022 and has held it in 14 quarters since. The position peaked at $408K in Q2 2026. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Heartwood Wealth Advisors held 5,293 shares of iShares Core S&P Mid-Cap ETF worth $381K as of Q3 2026.
Heartwood Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #159 holding.
Heartwood Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 14 quarters since.
Heartwood Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $408K in Q2 2026.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.