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Kooman & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kooman & Associates’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 		$1.04M Buy
14,516
+53
+0.4% +$4K 0.28% 22
2026
Q2 		$1.12M Sell
14,463
-390
-3% -$28.6K 0.3% 23
2026
Q1 		$1M Buy
14,853
+27
+0.2% +$1.87K 0.3% 20
2025
Q4 		$979K Sell
14,826
-610
-4% -$40K 0.29% 21
2025
Q3 		$1.01M Buy
15,436
+483
+3% +$31K 0.31% 21
2025
Q2 		$927K Buy
14,953
+288
+2% +$16.9K 0.31% 20
2025
Q1 		$856K Buy
14,665
+164
+1% +$10.2K 0.31% 20
2024
Q4 		$904K Sell
14,501
-12
-0.1% -$770 0.33% 21
2024
Q3 		$904K Buy
14,513
+845
+6% +$51K 0.33% 20
2024
Q2 		$800K Buy
13,668
+256
+2% +$15K 0.32% 20
2024
Q1 		$815K Sell
13,412
-103
-0.8% -$5.83K 0.34% 20
2023
Q4 		$749K Buy
13,515
+860
+7% +$43.6K 0.34% 20
2023
Q3 		$631K Buy
12,655
+905
+8% +$47.4K 0.32% 20
2023
Q2 		$614K Buy
11,750
+400
+4% +$19.9K 0.3% 20
2023
Q1 		$568K Buy
11,350
+30
+0.3% +$1.53K 0.31% 20
2022
Q4 		$548K Buy
+11,320
New +$547K 0.54% 22

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
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
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Kooman & Associates's IJH Position: Q3 2026 in Review

Kooman & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.37% in Q3 2026, buying an estimated $4K and bringing the position to 14,516 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #22.

Kooman & Associates first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Kooman & Associates held 14,516 shares of iShares Core S&P Mid-Cap ETF worth $1.04M as of Q3 2026.
  • Kooman & Associates bought 53 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $4K.
  • iShares Core S&P Mid-Cap ETF made up 0.28% of Kooman & Associates's portfolio in Q3 2026, its #22 holding.
  • Kooman & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Kooman & Associates's iShares Core S&P Mid-Cap ETF position peaked at $1.12M in Q2 2026.
  • 960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Kooman & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.