LPWM LLC
IJH icon

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

LPWM 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 		$3.65M Buy
50,759
+3,452
+7% +$260K 0.8% 25
2026
Q2 		$3.65M Buy
47,307
+2,338
+5% +$172K 0.81% 25
2026
Q1 		$3.04M Buy
44,969
+3,804
+9% +$264K 0.77% 23
2025
Q4 		$2.72M Buy
41,165
+20,449
+99% +$1.34M 0.69% 27
2025
Q3 		$1.35M Buy
20,716
+6,437
+45% +$414K 0.36% 36
2025
Q2 		$886K Buy
14,279
+3,600
+34% +$211K 0.26% 40
2025
Q1 		$623K Buy
10,679
+7,000
+190% +$435K 0.2% 46
2024
Q4 		$229K Hold
3,679
– – 0.07% 73
2024
Q3 		$227K Buy
3,679
+159
+5% +$9.6K 0.07% 72
2024
Q2 		$204K Buy
+3,520
New +$207K 0.07% 76

Other funds holding IJH

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

LPWM LLC's IJH Position: Q3 2026 in Review

LPWM LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.3% in Q3 2026, buying an estimated $260K and bringing the position to 50,759 shares worth $3.65M. The position accounts for 0.8% of the portfolio, ranked #25.

LPWM LLC first reported a position in IJH in Q2 2024 and has held it in 10 quarters since. 1,366 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • LPWM LLC held 50,759 shares of iShares Core S&P Mid-Cap ETF worth $3.65M as of Q3 2026.
  • LPWM LLC bought 3,452 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $260K.
  • iShares Core S&P Mid-Cap ETF made up 0.8% of LPWM LLC's portfolio in Q3 2026, its #25 holding.
  • LPWM LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • 1,366 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.