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

Lee-Kelleher 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	$12.4M	Buy	172,035 +6,167	+4%	+$465K	6.37%	6
2026 Q2	$12.8M	Buy	165,868 +209	+0.1%	+$15.3K	6.69%	4
2026 Q1	$11.2M	Buy	165,659 +6,472	+4%	+$449K	6.66%	5
2025 Q4	$10.5M	Buy	159,187 +7,502	+5%	+$491K	6.27%	6
2025 Q3	$9.9M	Buy	151,685 +9,454	+7%	+$608K	6.1%	6
2025 Q2	$8.82M	Buy	142,231 +5,481	+4%	+$322K	5.86%	6
2025 Q1	$7.98M	Buy	136,750 +2,503	+2%	+$155K	5.87%	6
2024 Q4	$8.36M	Buy	+134,247	New	+$8.61M	5.96%	6

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Lee-Kelleher Wealth Management's IJH Position: Q3 2026 in Review

Lee-Kelleher Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q3 2026, buying an estimated $465K and bringing the position to 172,035 shares worth $12.4M. The position accounts for 6.37% of the portfolio, ranked #6.

Lee-Kelleher Wealth Management first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.8M in Q2 2026. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Lee-Kelleher Wealth Management held 172,035 shares of iShares Core S&P Mid-Cap ETF worth $12.4M as of Q3 2026.
Lee-Kelleher Wealth Management bought 6,167 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $465K.
iShares Core S&P Mid-Cap ETF made up 6.37% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #6 holding.
Lee-Kelleher Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Lee-Kelleher Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $12.8M in Q2 2026.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.