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

Level 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	$426K	Buy	5,914 +106	+2%	+$8K	0.16%	49
2026 Q2	$448K	Buy	5,808 +1	+0%	+$73	0.18%	38
2026 Q1	$392K	Buy	5,807 +293	+5%	+$20.3K	0.18%	40
2025 Q4	$364K	Sell	5,514 -43	-0.8%	-$2.82K	0.19%	41
2025 Q3	$363K	Buy	5,557 +109	+2%	+$7K	0.19%	44
2025 Q2	$338K	Buy	+5,448	New	+$320K	0.2%	46

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

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

Level Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q3 2026, buying an estimated $8K and bringing the position to 5,914 shares worth $426K. The position accounts for 0.16% of the portfolio, ranked #49.

Level Wealth Management first reported a position in IJH in Q2 2025 and has held it in 6 quarters since. The position peaked at $448K in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Level Wealth Management held 5,914 shares of iShares Core S&P Mid-Cap ETF worth $426K as of Q3 2026.
Level Wealth Management bought 106 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $8K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Level Wealth Management's portfolio in Q3 2026, its #49 holding.
Level Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Level Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $448K in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.