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

McAdam 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	$466K	Buy	6,473 +255	+4%	+$19.2K	0.02%	286
2026 Q2	$479K	Buy	6,218 +712	+13%	+$52.2K	0.02%	280
2026 Q1	$372K	Buy	5,506 +77	+1%	+$5.34K	0.02%	295
2025 Q4	$358K	Sell	5,429 -132	-2%	-$8.65K	0.02%	293
2025 Q3	$363K	Sell	5,561 -878	-14%	-$56.4K	0.02%	267
2025 Q2	$399K	Buy	6,439 +2,498	+63%	+$147K	0.02%	238
2025 Q1	$230K	Buy	+3,941	New	+$245K	0.01%	304
2024 Q4	–	Sell	-3,857	Closed	-$240K	–	365
2024 Q3	$240K	Buy	+3,857	New	+$233K	0.01%	291
2024 Q2	–	Sell	-3,418	Closed	-$208K	–	330
2024 Q1	$208K	Sell	3,418 -197	-5%	-$11.2K	0.01%	282
2023 Q4	$200K	Buy	+3,615	New	+$183K	0.01%	266
2023 Q3	–	Sell	-4,070	Closed	-$213K	–	263
2023 Q2	$213K	Sell	4,070 -205	-5%	-$10.2K	0.02%	245
2023 Q1	$214K	Buy	+4,275	New	+$218K	0.02%	235
2018 Q4	–	Sell	-2,130	Closed	-$85K	–	311
2018 Q3	$85K	Sell	2,130 -15	-0.7%	-$603	0.03%	128
2018 Q2	$84K	Buy	2,145 +50	+2%	+$1.93K	0.03%	113
2018 Q1	$79K	Buy	+2,095	New	+$80.1K	0.04%	118

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

McAdam LLC's IJH Position: Q3 2026 in Review

McAdam LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q3 2026, buying an estimated $19.2K and bringing the position to 6,473 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #286.

McAdam LLC first reported a position in IJH in Q1 2018 and has held it in 15 quarters since. The position peaked at $479K in Q2 2026. 1,131 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

McAdam LLC held 6,473 shares of iShares Core S&P Mid-Cap ETF worth $466K as of Q3 2026.
McAdam LLC bought 255 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $19.2K.
iShares Core S&P Mid-Cap ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #286 holding.
McAdam LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 15 quarters since.
McAdam LLC's iShares Core S&P Mid-Cap ETF position peaked at $479K in Q2 2026.
1,131 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.