Hegarty Advisors
IJH icon

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

Hegarty 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 		– Sell
-2,745
Closed -$212K – 66
2026
Q2 		$212K Buy
+2,745
New +$201K 0.15% 63

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Hegarty Advisors's IJH Position: Q3 2026 in Review

Hegarty Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026, closing a stake of 2,745 shares — an estimated $212K sold.

Hegarty Advisors first reported a position in IJH in Q2 2026 and held it in 1 quarter. The position peaked at $212K in Q2 2026. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Hegarty Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Hegarty Advisors sold 2,745 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $212K.
  • Hegarty Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2026 and held it in 1 quarter.
  • Hegarty Advisors's iShares Core S&P Mid-Cap ETF position peaked at $212K in Q2 2026.
  • 2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.