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

Melone Private Wealth’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	$656K	Buy	9,113 +662	+8%	+$50K	0.26%	42
2026 Q2	$652K	Buy	8,451 +8	+0.1%	+$587	0.25%	43
2026 Q1	$570K	Sell	8,443 -68	-0.8%	-$4.72K	0.23%	46
2025 Q4	$562K	Sell	8,511 -1,821	-18%	-$119K	0.24%	48
2025 Q3	$674K	Buy	10,332 +1,208	+13%	+$77.6K	0.31%	37
2025 Q2	$566K	Buy	9,124 +9	+0.1%	+$528	0.29%	39
2025 Q1	$532K	Sell	9,115 -538	-6%	-$33.4K	0.28%	41
2024 Q4	$601K	Buy	9,653 +12	+0.1%	+$770	0.31%	39
2024 Q3	$601K	Sell	9,641 -150	-2%	-$9.05K	0.32%	38
2024 Q2	$573K	Sell	9,791 -282	-3%	-$16.6K	0.34%	37
2024 Q1	$612K	Sell	10,073 -252	-2%	-$14.3K	0.37%	36
2023 Q4	$572K	Sell	10,325 -3,295	-24%	-$167K	0.36%	35
2023 Q3	$679K	Hold	13,620	–	–	0.49%	33
2023 Q2	$712K	Buy	13,620 +45	+0.3%	+$2.24K	0.5%	33
2023 Q1	$663K	Buy	13,575 +15	+0.1%	+$764	0.51%	33
2022 Q4	$656K	Sell	13,560 -1,125	-8%	-$54.4K	0.56%	34
2022 Q3	$680K	Buy	14,685 +150	+1%	+$7.25K	0.59%	36
2022 Q2	$673K	Buy	14,535 +55	+0.4%	+$2.72K	0.57%	36
2022 Q1	$742K	Sell	14,480 -1,295	-8%	-$68.9K	0.61%	39
2021 Q4	$893K	Buy	+15,775	New	+$878K	0.67%	38

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Melone Private Wealth's IJH Position: Q3 2026 in Review

Melone Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.8% in Q3 2026, buying an estimated $50K and bringing the position to 9,113 shares worth $656K. The position accounts for 0.26% of the portfolio, ranked #42.

Melone Private Wealth first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $893K in Q4 2021. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Melone Private Wealth held 9,113 shares of iShares Core S&P Mid-Cap ETF worth $656K as of Q3 2026.
Melone Private Wealth bought 662 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $50K.
iShares Core S&P Mid-Cap ETF made up 0.26% of Melone Private Wealth's portfolio in Q3 2026, its #42 holding.
Melone Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Melone Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $893K in Q4 2021.
1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.