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

LeConte Wealth Management’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	$5.88M	Sell	81,767 -8,002	-9%	-$604K	3.14%	7
2026 Q2	$6.92M	Sell	89,769 -244	-0.3%	-$17.9K	3.77%	5
2026 Q1	$6.08M	Sell	90,013 -17,357	-16%	-$1.2M	3.93%	5
2025 Q4	$7.09M	Sell	107,370 -16,797	-14%	-$1.1M	4.63%	5
2025 Q3	$8.1M	Sell	124,167 -15,419	-11%	-$991K	5.41%	5
2025 Q2	$8.66M	Sell	139,586 -42,022	-23%	-$2.47M	5.86%	4
2025 Q1	$10.6M	Buy	+181,608	New	+$11.3M	6.75%	5

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

LeConte Wealth Management's IJH Position: Q3 2026 in Review

LeConte Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.9% in Q3 2026, selling an estimated $604K and leaving 81,767 shares worth $5.88M. The position accounts for 3.14% of the portfolio, ranked #7.

LeConte Wealth Management first reported a position in IJH in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.6M in Q1 2025. 1,272 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

LeConte Wealth Management held 81,767 shares of iShares Core S&P Mid-Cap ETF worth $5.88M as of Q3 2026.
LeConte Wealth Management sold 8,002 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $604K.
iShares Core S&P Mid-Cap ETF made up 3.14% of LeConte Wealth Management's portfolio in Q3 2026, its #7 holding.
LeConte Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
LeConte Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $10.6M in Q1 2025.
1,272 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.