McCarter Private Wealth Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McCarter Private Wealth Services’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	$4.53M	Sell	62,979 -1,130	-2%	-$85.3K	1.54%	23
2026 Q2	$4.94M	Sell	64,109 -5,472	-8%	-$402K	1.71%	16
2026 Q1	$4.7M	Sell	69,581 -7,891	-10%	-$547K	2.04%	12
2025 Q4	$5.11M	Buy	77,472 +22,335	+41%	+$1.46M	2.3%	11
2025 Q3	$3.6M	Buy	55,137 +10,541	+24%	+$677K	1.84%	16
2025 Q2	$2.77M	Buy	+44,596	New	+$2.62M	1.58%	22

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

McCarter Private Wealth Services's IJH Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q3 2026, selling an estimated $85.3K and leaving 62,979 shares worth $4.53M. The position accounts for 1.54% of the portfolio, ranked #23.

McCarter Private Wealth Services first reported a position in IJH in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.11M in Q4 2025. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

McCarter Private Wealth Services held 62,979 shares of iShares Core S&P Mid-Cap ETF worth $4.53M as of Q3 2026.
McCarter Private Wealth Services sold 1,130 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $85.3K.
iShares Core S&P Mid-Cap ETF made up 1.54% of McCarter Private Wealth Services's portfolio in Q3 2026, its #23 holding.
McCarter Private Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
McCarter Private Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $5.11M in Q4 2025.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.