Kings Path Partners
IJH icon

Kings Path Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kings Path Partners’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 		$469K Sell
6,523
-1
-0% -$75 0.12% 66
2026
Q2 		$503K Hold
6,524
– – 0.13% 66
2026
Q1 		$441K Hold
6,524
– – 0.15% 64
2025
Q4 		$431K Hold
6,524
– – 0.15% 67
2025
Q3 		$426K Hold
6,524
– – 0.16% 68
2025
Q2 		$405K Sell
6,524
-176
-3% -$10.3K 0.16% 72
2025
Q1 		$391K Hold
6,700
– – 0.19% 68
2024
Q4 		$417K Hold
6,700
– – 0.18% 104
2024
Q3 		$418K Buy
6,700
+185
+3% +$11.2K 0.18% 101
2024
Q2 		$381K Buy
+6,515
New +$383K 0.18% 102

Other funds holding IJH

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 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

Kings Path Partners's IJH Position: Q3 2026 in Review

Kings Path Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q3 2026, selling an estimated $75 and leaving 6,523 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #66.

Kings Path Partners first reported a position in IJH in Q2 2024 and has held it in 10 quarters since. The position peaked at $503K in Q2 2026. 1,038 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Kings Path Partners held 6,523 shares of iShares Core S&P Mid-Cap ETF worth $469K as of Q3 2026.
  • Kings Path Partners sold 1 iShares Core S&P Mid-Cap ETF share in Q3 2026, an estimated $75.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Kings Path Partners's portfolio in Q3 2026, its #66 holding.
  • Kings Path Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • Kings Path Partners's iShares Core S&P Mid-Cap ETF position peaked at $503K in Q2 2026.
  • 1,038 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.