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

KFA Private Wealth Group’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	$11M	Buy	153,371 +14	+0%	+$1.06K	2.6%	8
2026 Q2	$11.8M	Sell	153,357 -58,341	-28%	-$4.28M	2.85%	8
2026 Q1	$14.3M	Sell	211,698 -1,801	-0.8%	-$125K	3.43%	5
2025 Q4	$14.1M	Buy	213,499 +15,554	+8%	+$1.02M	3.43%	5
2025 Q3	$12.9M	Buy	197,945 +7,113	+4%	+$457K	3.69%	4
2025 Q2	$11.8M	Buy	190,832 +714	+0.4%	+$41.9K	3.67%	4
2025 Q1	$11.1M	Buy	190,118 +68,648	+57%	+$4.26M	3.88%	4
2024 Q4	$7.57M	Buy	121,470 +27,364	+29%	+$1.76M	3.17%	7
2024 Q3	$5.86M	Sell	94,106 -2,652	-3%	-$160K	2.8%	9
2024 Q2	$5.66M	Sell	96,758 -55,529	-36%	-$3.26M	2.93%	9
2024 Q1	$9.25M	Buy	152,287 +11,492	+8%	+$651K	2.87%	10
2023 Q4	$7.8M	Buy	140,795 +7,135	+5%	+$362K	2.8%	10
2023 Q3	$6.67M	Buy	133,660 +5,040	+4%	+$264K	2.77%	11
2023 Q2	$6.73M	Buy	128,620 +1,360	+1%	+$67.6K	2.79%	11
2023 Q1	$6.37M	Buy	127,260 +31,295	+33%	+$1.59M	2.9%	11
2022 Q4	$4.64M	Sell	95,965 -29,455	-23%	-$1.42M	2.37%	11
2022 Q3	$5.5M	Buy	125,420 +3,485	+3%	+$168K	2.93%	11
2022 Q2	$5.52M	Buy	121,935 +3,900	+3%	+$193K	3.05%	10
2022 Q1	$6.34M	Buy	118,035 +205	+0.2%	+$10.9K	3.18%	10
2021 Q4	$6.67M	Buy	117,830 +6,550	+6%	+$365K	3.32%	8
2021 Q3	$5.86M	Buy	111,280 +6,720	+6%	+$362K	3.2%	10
2021 Q2	$5.62M	Sell	104,560 -30,750	-23%	-$1.66M	3.07%	10
2021 Q1	$7.04M	Buy	135,310 +2,890	+2%	+$144K	4.11%	7
2020 Q4	$6.09M	Sell	132,420 -11,070	-8%	-$466K	3.86%	7
2020 Q3	$5.32M	Buy	143,490 +33,330	+30%	+$1.25M	3.99%	8
2020 Q2	$3.92M	Sell	110,160 -81,805	-43%	-$2.72M	3.77%	9
2020 Q1	$5.52M	Sell	191,965 -212,240	-53%	-$7.89M	6.53%	3
2019 Q4	$16.6M	Buy	+404,205	New	+$16M	15.28%	2

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KFA Private Wealth Group's IJH Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q3 2026, buying an estimated $1.06K and bringing the position to 153,371 shares worth $11M. The position accounts for 2.6% of the portfolio, ranked #8.

KFA Private Wealth Group first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.6M in Q4 2019. 1,944 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

KFA Private Wealth Group held 153,371 shares of iShares Core S&P Mid-Cap ETF worth $11M as of Q3 2026.
KFA Private Wealth Group bought 14 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.06K.
iShares Core S&P Mid-Cap ETF made up 2.6% of KFA Private Wealth Group's portfolio in Q3 2026, its #8 holding.
KFA Private Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
KFA Private Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $16.6M in Q4 2019.
1,944 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.