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

LongView 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	$221K	Sell	3,068 -5	-0.2%	-$377	0.05%	220
2026 Q2	$237K	Sell	3,073 -167	-5%	-$12.3K	0.06%	210
2026 Q1	$232K	Sell	3,240 -353	-10%	-$24.5K	0.06%	226
2025 Q4	$249K	Sell	3,593 -20	-0.6%	-$1.31K	0.06%	226
2025 Q3	$236K	Sell	3,613 -1,306	-27%	-$83.9K	0.06%	208
2025 Q2	$305K	Sell	4,919 -536	-10%	-$31.5K	0.09%	166
2025 Q1	$318K	Sell	5,455 -425	-7%	-$26.4K	0.1%	160
2024 Q4	$366K	Buy	5,880 +1,360	+30%	+$87.2K	0.11%	140
2024 Q3	$282K	Buy	4,520 +521	+13%	+$31.4K	0.09%	166
2024 Q2	$234K	Buy	3,999 +2	+0.1%	+$117	0.09%	168
2024 Q1	$243K	Buy	3,997 +117	+3%	+$6.62K	0.1%	157
2023 Q4	$211K	Buy	+3,880	New	+$197K	0.09%	165

Other funds holding IJH

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 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

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q3 2026, selling an estimated $377 and leaving 3,068 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #220.

LongView Wealth Management first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $366K in Q4 2024. 1,778 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

LongView Wealth Management held 3,068 shares of iShares Core S&P Mid-Cap ETF worth $221K as of Q3 2026.
LongView Wealth Management sold 5 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $377.
iShares Core S&P Mid-Cap ETF made up 0.05% of LongView Wealth Management's portfolio in Q3 2026, its #220 holding.
LongView Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $366K in Q4 2024.
1,778 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.