Leelyn Smith’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Leelyn Smith’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	$291K	Buy	4,043 +634	+19%	+$47.8K	0.03%	144
2026 Q2	$263K	Buy	3,409 +62	+2%	+$4.55K	0.03%	149
2026 Q1	$226K	Sell	3,347 -1,044	-24%	-$72.4K	0.03%	149
2025 Q4	$290K	Buy	4,391 +989	+29%	+$64.8K	0.04%	131
2025 Q3	$222K	Hold	3,402	–	–	0.03%	137
2025 Q2	$211K	Buy	+3,402	New	+$200K	0.03%	130
2025 Q1	–	Sell	-3,402	Closed	-$212K	–	134
2024 Q4	$212K	Buy	+3,402	New	+$218K	0.04%	130
2023 Q1	–	Sell	-90	Closed	-$4.35K	–	257
2022 Q4	$4.35K	Sell	90 -70	-44%	-$3.38K	﹤0.01%	379
2022 Q3	$7K	Buy	+160	New	+$7.74K	﹤0.01%	336
2020 Q2	–	Sell	-120	Closed	-$3K	–	413
2020 Q1	$3K	Sell	120 -1,935	-94%	-$71.9K	﹤0.01%	302
2019 Q4	$85K	Buy	+2,055	New	+$81.4K	0.04%	166

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Leelyn Smith's IJH Position: Q3 2026 in Review

Leelyn Smith increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q3 2026, buying an estimated $47.8K and bringing the position to 4,043 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #144.

Leelyn Smith first reported a position in IJH in Q4 2019 and has held it in 11 quarters since. 1,970 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Leelyn Smith held 4,043 shares of iShares Core S&P Mid-Cap ETF worth $291K as of Q3 2026.
Leelyn Smith bought 634 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $47.8K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Leelyn Smith's portfolio in Q3 2026, its #144 holding.
Leelyn Smith first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 11 quarters since.
1,970 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Leelyn Smith's 13F filing for Q3 2026, filed 3 Nov 2026.