Intelligence Driven Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Intelligence Driven Advisers’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	$495K	Sell	6,880 -1,895	-22%	-$143K	0.09%	73
2026 Q2	$677K	Buy	8,775 +650	+8%	+$47.7K	0.11%	66
2026 Q1	$549K	Hold	8,125	–	–	0.1%	63
2025 Q4	$536K	Sell	8,125 -115	-1%	-$7.53K	0.08%	70
2025 Q3	$538K	Hold	8,240	–	–	0.07%	68
2025 Q2	$511K	Hold	8,240	–	–	0.08%	64
2025 Q1	$481K	Hold	8,240	–	–	0.09%	58
2024 Q4	$513K	Sell	8,240 -3,450	-30%	-$221K	0.1%	55
2024 Q3	$729K	Sell	11,690 -30	-0.3%	-$1.81K	0.1%	52
2024 Q2	$686K	Buy	11,720 +30	+0.3%	+$1.76K	0.1%	56
2024 Q1	$710K	Sell	11,690 -90	-0.8%	-$5.09K	0.1%	53
2023 Q4	$642K	Sell	11,780 -325	-3%	-$16.5K	0.1%	46
2023 Q3	$589K	Hold	12,105	–	–	0.1%	47
2023 Q2	$623K	Hold	12,105	–	–	0.11%	51
2023 Q1	$591K	Buy	12,105 +6,265	+107%	+$319K	0.11%	50
2022 Q4	$290K	Hold	5,840	–	–	0.05%	78
2022 Q3	$271K	Sell	5,840 -655	-10%	-$31.7K	0.05%	90
2022 Q2	$295K	Hold	6,495	–	–	0.06%	83
2022 Q1	$339K	Sell	6,495 -155	-2%	-$8.25K	0.06%	73
2021 Q4	$344K	Sell	6,650 -2,075	-24%	-$116K	0.06%	69
2021 Q3	$465K	Sell	8,725 -400	-4%	-$21.5K	0.1%	50
2021 Q2	$491K	Buy	9,125 +265	+3%	+$14.3K	0.1%	63
2021 Q1	$461K	Sell	8,860 -16,875	-66%	-$843K	0.1%	54
2020 Q4	$1.18M	Buy	25,735 +4,465	+21%	+$188K	0.27%	41
2020 Q3	$788K	Sell	21,270 -257,395	-92%	-$9.62M	0.18%	39
2020 Q2	$9.91M	Buy	278,665 +15,475	+6%	+$514K	3.51%	8
2020 Q1	$7.57M	Buy	263,190 +56,935	+28%	+$2.12M	3.51%	8
2019 Q4	$8.49M	Buy	206,255 +23,955	+13%	+$949K	3.85%	8
2019 Q3	$7.04M	Buy	182,300 +62,425	+52%	+$2.4M	3.33%	9
2019 Q2	$4.66M	Buy	119,875 +114,365	+2,076%	+$4.38M	2.21%	15
2019 Q1	$209K	Buy	+5,510	New	+$203K	0.11%	91

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

Intelligence Driven Advisers's IJH Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q3 2026, selling an estimated $143K and leaving 6,880 shares worth $495K. The position accounts for 0.09% of the portfolio, ranked #73.

Intelligence Driven Advisers first reported a position in IJH in Q1 2019 and has held it in 31 quarters since. The position peaked at $9.91M in Q2 2020. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Intelligence Driven Advisers held 6,880 shares of iShares Core S&P Mid-Cap ETF worth $495K as of Q3 2026.
Intelligence Driven Advisers sold 1,895 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $143K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Intelligence Driven Advisers's portfolio in Q3 2026, its #73 holding.
Intelligence Driven Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
Intelligence Driven Advisers's iShares Core S&P Mid-Cap ETF position peaked at $9.91M in Q2 2020.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.