Leo Wealth LLC
IJH icon

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

Leo Wealth LLC’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 		$2.06M Buy
+28,597
New +$2.16M 0.44% 53
2026
Q1 		$2.2M Sell
32,560
-551
-2% -$38.2K 0.16% 115
2025
Q4 		$2.19M Buy
33,111
+2,624
+9% +$172K 0.16% 110
2025
Q3 		$1.99M Sell
30,487
-2,675
-8% -$172K 0.26% 75
2025
Q2 		$2.06M Buy
33,162
+2,771
+9% +$163K 0.16% 115
2025
Q1 		$1.77M Sell
30,391
-3,289
-10% -$204K 0.25% 75
2024
Q4 		$2.1M Buy
33,680
+1,584
+5% +$102K 0.19% 95
2024
Q3 		$2M Sell
32,096
-366
-1% -$22.1K 0.18% 93
2024
Q2 		$1.9M Sell
32,462
-1,504
-4% -$88.4K 0.19% 95
2024
Q1 		$2.06M Sell
33,966
-20,649
-38% -$1.17M 0.21% 84
2023
Q4 		$1.96M Buy
+54,615
New +$2.77M 0.2% 84

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Leo Wealth LLC's IJH Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 28,597 shares worth $2.06M. The stake represents 0.44% of the portfolio and ranks #53 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in IJH as recently as Q1 2026.

Leo Wealth LLC first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q1 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Leo Wealth LLC held 28,597 shares of iShares Core S&P Mid-Cap ETF worth $2.06M as of Q3 2026.
  • iShares Core S&P Mid-Cap ETF was a new Leo Wealth LLC position in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.44% of Leo Wealth LLC's portfolio in Q3 2026, its #53 holding.
  • Leo Wealth LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Leo Wealth LLC's iShares Core S&P Mid-Cap ETF position peaked at $2.2M in Q1 2026.
  • 2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.