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

Kaydan Wealth Management’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	$6.63M	Sell	92,135 -5,525	-6%	-$417K	2.28%	12
2026 Q2	$7.53M	Buy	97,660 +2,222	+2%	+$163K	2.29%	11
2026 Q1	$6.44M	Buy	95,438 +3,973	+4%	+$276K	2.16%	11
2025 Q4	$6.04M	Buy	91,465 +1,706	+2%	+$112K	1.75%	11
2025 Q3	$5.86M	Buy	89,759 +7,716	+9%	+$496K	1.67%	13
2025 Q2	$5.09M	Buy	82,043 +13,343	+19%	+$783K	1.67%	12
2025 Q1	$4.01M	Buy	68,700 +3,675	+6%	+$228K	1.29%	14
2024 Q4	$4.05M	Buy	65,025 +5,525	+9%	+$354K	1.35%	13
2024 Q3	$3.71M	Buy	59,500 +1,211	+2%	+$73K	1.09%	14
2024 Q2	$3.41M	Buy	58,289 +4,093	+8%	+$240K	1.21%	15
2024 Q1	$3.29M	Buy	54,196 +7,246	+15%	+$410K	1.12%	16
2023 Q4	$2.6M	Sell	46,950 -139,115	-75%	-$7.06M	1.06%	17
2023 Q3	$9.28M	Buy	186,065 +143,135	+333%	+$7.5M	3.7%	10
2023 Q2	$2.25M	Buy	42,930 +3,930	+10%	+$195K	0.94%	15
2023 Q1	$1.95M	Buy	39,000 +2,410	+7%	+$123K	0.8%	15
2022 Q4	$1.77M	Buy	36,590 +575	+2%	+$27.8K	0.71%	16
2022 Q3	$1.58M	Buy	36,015 +8,390	+30%	+$406K	0.87%	15
2022 Q2	$1.25M	Sell	27,625 -830	-3%	-$41K	0.7%	22
2022 Q1	$1.53M	Buy	28,455 +3,575	+14%	+$190K	0.67%	26
2021 Q4	$1.41M	Buy	+24,880	New	+$1.38M	0.53%	29

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

Kaydan Wealth Management's IJH Position: Q3 2026 in Review

Kaydan Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q3 2026, selling an estimated $417K and leaving 92,135 shares worth $6.63M. The position accounts for 2.28% of the portfolio, ranked #12.

Kaydan Wealth Management first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.28M in Q3 2023. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Kaydan Wealth Management held 92,135 shares of iShares Core S&P Mid-Cap ETF worth $6.63M as of Q3 2026.
Kaydan Wealth Management sold 5,525 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $417K.
iShares Core S&P Mid-Cap ETF made up 2.28% of Kaydan Wealth Management's portfolio in Q3 2026, its #12 holding.
Kaydan Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Kaydan Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $9.28M in Q3 2023.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.