Intergy Private Wealth
IJH icon

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

Intergy Private Wealth’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 		$1.17M Buy
16,297
+762
+5% +$57.5K 0.26% 51
2026
Q2 		$1.2M Buy
15,535
+3,576
+30% +$262K 0.28% 52
2026
Q1 		$808K Buy
11,959
+238
+2% +$16.5K 0.24% 55
2025
Q4 		$774K Buy
11,721
+125
+1% +$8.19K 0.23% 56
2025
Q3 		$757K Sell
11,596
-99
-0.8% -$6.36K 0.24% 57
2025
Q2 		$725K Hold
11,695
– – 0.25% 57
2025
Q1 		$682K Sell
11,695
-51
-0.4% -$3.17K 0.26% 54
2024
Q4 		$732K Buy
11,746
+1
+0% +$64 0.27% 57
2024
Q3 		$732K Sell
11,745
-14
-0.1% -$844 0.28% 51
2024
Q2 		$688K Buy
11,759
+1
+0% +$59 0.28% 50
2024
Q1 		$714K Sell
11,758
-2
-0% -$113 0.29% 49
2023
Q4 		$652K Sell
11,760
-795
-6% -$40.3K 0.28% 48
2023
Q3 		$626K Hold
12,555
– – 0.31% 45
2023
Q2 		$657K Sell
12,555
-75
-0.6% -$3.73K 0.32% 44
2023
Q1 		$632K Sell
12,630
-605
-5% -$30.8K 0.35% 42
2022
Q4 		$640K Sell
13,235
-815
-6% -$39.4K 0.4% 40
2022
Q3 		$616K Sell
14,050
-180
-1% -$8.7K 0.44% 41
2022
Q2 		$644K Sell
14,230
-560
-4% -$27.6K 0.51% 33
2022
Q1 		$794K Sell
14,790
-32,305
-69% -$1.72M 0.55% 29
2021
Q4 		$2.67M Buy
+47,095
New +$2.62M 2.08% 13

Other funds holding IJH

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Intergy Private Wealth's IJH Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q3 2026, buying an estimated $57.5K and bringing the position to 16,297 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #51.

Intergy Private Wealth first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.67M in Q4 2021. 878 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Intergy Private Wealth held 16,297 shares of iShares Core S&P Mid-Cap ETF worth $1.17M as of Q3 2026.
  • Intergy Private Wealth bought 762 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $57.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.26% of Intergy Private Wealth's portfolio in Q3 2026, its #51 holding.
  • Intergy Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Intergy Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $2.67M in Q4 2021.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.