M.E. Allison & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

M.E. Allison & Co’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	$900K	Hold	12,508	–	–	0.5%	54
2026 Q2	$964K	Buy	12,508 +30	+0.2%	+$2.2K	0.56%	49
2026 Q1	$843K	Hold	12,478	–	–	0.56%	50
2025 Q4	$824K	Hold	12,478	–	–	0.56%	50
2025 Q3	$814K	Buy	12,478 +535	+4%	+$34.4K	0.57%	46
2025 Q2	$741K	Buy	11,943 +275	+2%	+$16.1K	0.6%	46
2025 Q1	$681K	Buy	11,668 +33	+0.3%	+$2.05K	0.67%	42
2024 Q4	$725K	Buy	+11,635	New	+$746K	0.8%	35

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

M.E. Allison & Co's IJH Position: Q3 2026 in Review

M.E. Allison & Co held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 12,508 shares worth $900K. The position accounts for 0.5% of the portfolio, ranked #54.

M.E. Allison & Co first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $964K in Q2 2026. 740 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

M.E. Allison & Co held 12,508 shares of iShares Core S&P Mid-Cap ETF worth $900K as of Q3 2026.
M.E. Allison & Co left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.5% of M.E. Allison & Co's portfolio in Q3 2026, its #54 holding.
M.E. Allison & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's iShares Core S&P Mid-Cap ETF position peaked at $964K in Q2 2026.
740 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.