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

KWB 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	$1.33M	Sell	18,494 -3	-0%	-$226	0.11%	83
2026 Q2	$1.43M	Sell	18,497 -810	-4%	-$59.4K	0.12%	78
2026 Q1	$1.27M	Hold	19,307	–	–	0.13%	69
2025 Q4	$1.27M	Buy	19,307 +2,718	+16%	+$178K	0.12%	69
2025 Q3	$1.03M	Sell	16,589 -7,317	-31%	-$470K	0.11%	73
2025 Q2	$1.39M	Sell	23,906 -531	-2%	-$31.2K	0.17%	66
2025 Q1	$1.52M	Sell	24,437 -114	-0.5%	-$7.08K	0.18%	65
2024 Q4	$1.53M	Sell	24,551 -28	-0.1%	-$1.8K	0.19%	53
2024 Q3	$1.44M	Buy	24,579 +586	+2%	+$35.3K	0.19%	52
2024 Q2	$1.46M	Sell	23,993 -744	-3%	-$43.7K	0.2%	47
2024 Q1	$1.5M	Sell	24,737 -378	-2%	-$21.4K	0.2%	47
2023 Q4	$1.39M	Sell	25,115 -720	-3%	-$36.5K	0.2%	47
2023 Q3	$1.35M	Hold	25,835	–	–	0.22%	44
2023 Q2	$1.35M	Sell	25,835 -9,690	-27%	-$482K	0.21%	44
2023 Q1	$1.72M	Buy	35,525 +2,625	+8%	+$134K	0.32%	38
2022 Q4	$1.59M	Sell	32,900 -5,960	-15%	-$288K	0.3%	36
2022 Q3	$1.7M	Sell	38,860 -1,890	-5%	-$91.4K	0.34%	34
2022 Q2	$1.84M	Sell	40,750 -7,375	-15%	-$364K	0.36%	33
2022 Q1	$2.72M	Hold	48,125	–	–	0.45%	26
2021 Q4	$2.72M	Sell	48,125 -1,095	-2%	-$61K	0.45%	26
2021 Q3	$2.59M	Sell	49,220 -4,195	-8%	-$226K	0.46%	27
2021 Q2	$2.78M	Sell	53,415 -55	-0.1%	-$2.97K	0.53%	25
2021 Q1	$2.78M	Sell	53,470 -11,085	-17%	-$554K	0.53%	25
2020 Q4	$2.97M	Buy	+64,555	New	+$2.72M	0.62%	24

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

KWB Wealth's IJH Position: Q3 2026 in Review

KWB Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q3 2026, selling an estimated $226 and leaving 18,494 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #83.

KWB Wealth first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.97M in Q4 2020. 1,203 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

KWB Wealth held 18,494 shares of iShares Core S&P Mid-Cap ETF worth $1.33M as of Q3 2026.
KWB Wealth sold 3 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $226.
iShares Core S&P Mid-Cap ETF made up 0.11% of KWB Wealth's portfolio in Q3 2026, its #83 holding.
KWB Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
KWB Wealth's iShares Core S&P Mid-Cap ETF position peaked at $2.97M in Q4 2020.
1,203 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

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