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

Lyell 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	$2.25M	Sell	31,335 -1,050	-3%	-$79.2K	0.13%	96
2026 Q2	$2.5M	Hold	32,385	–	–	0.15%	88
2026 Q1	$2.19M	Sell	32,385 -1,100	-3%	-$76.3K	0.16%	91
2025 Q4	$2.21M	Sell	33,485 -4,175	-11%	-$273K	0.16%	86
2025 Q3	$2.46M	Sell	37,660 -2,425	-6%	-$156K	0.18%	82
2025 Q2	$2.49M	Sell	40,085 -2,700	-6%	-$158K	0.2%	84
2025 Q1	$2.5M	Sell	42,785 -6,000	-12%	-$373K	0.23%	85
2024 Q4	$3.04M	Buy	48,785 +10	+0%	+$641	0.27%	84
2024 Q3	$3.04M	Sell	48,775 -2,065	-4%	-$125K	0.28%	88
2024 Q2	$2.98M	Sell	50,840 -4,090	-7%	-$240K	0.28%	85
2024 Q1	$3.34M	Buy	54,930 +1,980	+4%	+$112K	0.34%	84
2023 Q4	$2.94M	Sell	52,950 -11,360	-18%	-$576K	0.33%	80
2023 Q3	$3.21M	Sell	64,310 -12,425	-16%	-$651K	0.43%	72
2023 Q2	$4.01M	Sell	76,735 -6,940	-8%	-$345K	0.51%	64
2023 Q1	$4.19M	Buy	83,675 +85	+0.1%	+$4.33K	0.59%	59
2022 Q4	$4.04M	Buy	83,590 +10,450	+14%	+$505K	0.64%	58
2022 Q3	$3.21M	Buy	73,140 +28,525	+64%	+$1.38M	0.55%	67
2022 Q2	$2.02M	Buy	44,615 +5,115	+13%	+$253K	0.33%	83
2022 Q1	$2.12M	Buy	39,500 +12,600	+47%	+$671K	0.27%	88
2021 Q4	$1.52M	Sell	26,900 -8,475	-24%	-$472K	0.17%	89
2021 Q3	$1.86M	Sell	35,375 -2,135	-6%	-$115K	0.23%	84
2021 Q2	$2.02M	Sell	37,510 -3,615	-9%	-$195K	0.25%	81
2021 Q1	$2.14M	Buy	41,125 +16,925	+70%	+$845K	0.31%	76
2020 Q4	$1.11M	Buy	+24,200	New	+$1.02M	0.18%	80
2020 Q1	–	Sell	-6,850	Closed	-$282K	–	126
2019 Q4	$282K	Buy	+6,850	New	+$271K	0.08%	106

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

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

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Lyell Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q3 2026, selling an estimated $79.2K and leaving 31,335 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #96.

Lyell Wealth Management first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.19M in Q1 2023. 1,704 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Lyell Wealth Management held 31,335 shares of iShares Core S&P Mid-Cap ETF worth $2.25M as of Q3 2026.
Lyell Wealth Management sold 1,050 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $79.2K.
iShares Core S&P Mid-Cap ETF made up 0.13% of Lyell Wealth Management's portfolio in Q3 2026, its #96 holding.
Lyell Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
Lyell Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4.19M in Q1 2023.
1,704 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.