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

LAM 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	$666K	Hold	9,250	–	–	0.34%	61
2026 Q2	$713K	Hold	9,250	–	–	0.35%	59
2026 Q1	$625K	Hold	9,250	–	–	0.34%	58
2025 Q4	$610K	Hold	9,250	–	–	0.35%	59
2025 Q3	$604K	Hold	9,250	–	–	0.37%	55
2025 Q2	$574K	Hold	9,250	–	–	0.38%	55
2025 Q1	$540K	Hold	9,250	–	–	0.4%	53
2024 Q4	$576K	Hold	9,250	–	–	0.41%	52
2024 Q3	$576K	Hold	9,250	–	–	0.41%	55
2024 Q2	$541K	Hold	9,250	–	–	0.46%	51
2024 Q1	$562K	Buy	+9,250	New	+$524K	0.46%	53
2023 Q1	–	Sell	-9,250	Closed	-$447K	–	118
2022 Q4	$447K	Buy	+9,250	New	+$447K	0.46%	43

Other funds holding IJH

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

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

LAM Group's IJH Position: Q3 2026 in Review

LAM Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 9,250 shares worth $666K. The position accounts for 0.34% of the portfolio, ranked #61.

LAM Group first reported a position in IJH in Q4 2022 and has held it in 12 quarters since. The position peaked at $713K in Q2 2026. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

LAM Group held 9,250 shares of iShares Core S&P Mid-Cap ETF worth $666K as of Q3 2026.
LAM Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.34% of LAM Group's portfolio in Q3 2026, its #61 holding.
LAM Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
LAM Group's iShares Core S&P Mid-Cap ETF position peaked at $713K in Q2 2026.
1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.