MBA Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MBA Advisors’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	$959K	Buy	13,325 +50	+0.4%	+$3.77K	0.31%	59
2026 Q2	$1.02M	Sell	13,275 -3,024	-19%	-$222K	0.34%	57
2026 Q1	$1.1M	Sell	16,299 -582	-3%	-$40.4K	0.42%	52
2025 Q4	$1.11M	Hold	16,881	–	–	0.45%	50
2025 Q3	$1.1M	Buy	16,881 +10	+0.1%	+$643	0.47%	49
2025 Q2	$1.05M	Sell	16,871 -928	-5%	-$54.5K	0.48%	48
2025 Q1	$1.04M	Buy	17,799 +20	+0.1%	+$1.24K	0.51%	47
2024 Q4	$1.11M	Sell	17,779 -164	-0.9%	-$10.5K	0.56%	42
2024 Q3	$1.12M	Sell	17,943 -60	-0.3%	-$3.62K	0.54%	46
2024 Q2	$1.05M	Sell	18,003 -1,747	-9%	-$103K	0.54%	46
2024 Q1	$1.2M	Sell	19,750 -230	-1%	-$13K	0.62%	40
2023 Q4	$1.11M	Sell	19,980 -80	-0.4%	-$4.06K	0.62%	40
2023 Q3	$1M	Sell	20,060 -2,200	-10%	-$115K	0.61%	40
2023 Q2	$1.16M	Hold	22,260	–	–	0.7%	36
2023 Q1	$1.11M	Hold	22,260	–	–	0.69%	37
2022 Q4	$1.08M	Sell	22,260 -3,460	-13%	-$167K	0.7%	36
2022 Q3	$1.13M	Sell	25,720 -5,050	-16%	-$244K	0.82%	33
2022 Q2	$1.39M	Sell	30,770 -2,515	-8%	-$124K	0.96%	30
2022 Q1	$1.79M	Hold	33,285	–	–	1.11%	27
2021 Q4	$1.88M	Hold	33,285	–	–	1.17%	25
2021 Q3	$1.75M	Sell	33,285 -5,230	-14%	-$281K	1.29%	22
2021 Q2	$2.07M	Sell	38,515 -500	-1%	-$27K	0.96%	19
2021 Q1	$2.03M	Buy	+39,015	New	+$1.95M	1.12%	15

Other funds holding IJH

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 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

MBA Advisors's IJH Position: Q3 2026 in Review

MBA Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q3 2026, buying an estimated $3.77K and bringing the position to 13,325 shares worth $959K. The position accounts for 0.31% of the portfolio, ranked #59.

MBA Advisors first reported a position in IJH in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.07M in Q2 2021. 2,189 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

MBA Advisors held 13,325 shares of iShares Core S&P Mid-Cap ETF worth $959K as of Q3 2026.
MBA Advisors bought 50 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $3.77K.
iShares Core S&P Mid-Cap ETF made up 0.31% of MBA Advisors's portfolio in Q3 2026, its #59 holding.
MBA Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 23 quarters since.
MBA Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.07M in Q2 2021.
2,189 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.