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

MFA 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	$2.06M	Buy	28,604 +331	+1%	+$25K	1.22%	20
2026 Q2	$2.18M	Buy	28,273 +48	+0.2%	+$3.52K	1.3%	17
2026 Q1	$1.91M	Sell	28,225 -126	-0.4%	-$8.74K	1.26%	18
2025 Q4	$1.87M	Buy	28,351 +770	+3%	+$50.4K	1.26%	19
2025 Q3	$1.8M	Buy	27,581 +169	+0.6%	+$10.9K	1.24%	19
2025 Q2	$1.7M	Sell	27,412 -43	-0.2%	-$2.52K	1.28%	20
2025 Q1	$1.6M	Buy	27,455 +3,996	+17%	+$248K	1.32%	21
2024 Q4	$1.46M	Buy	+23,459	New	+$1.5M	1.17%	21

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

MFA Wealth Services's IJH Position: Q3 2026 in Review

MFA Wealth Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q3 2026, buying an estimated $25K and bringing the position to 28,604 shares worth $2.06M. The position accounts for 1.22% of the portfolio, ranked #20.

MFA Wealth Services first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q2 2026. 832 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

MFA Wealth Services held 28,604 shares of iShares Core S&P Mid-Cap ETF worth $2.06M as of Q3 2026.
MFA Wealth Services bought 331 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $25K.
iShares Core S&P Mid-Cap ETF made up 1.22% of MFA Wealth Services's portfolio in Q3 2026, its #20 holding.
MFA Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $2.18M in Q2 2026.
832 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.