Mitchell Sinkler & Starr’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mitchell Sinkler & Starr’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	$435K	Buy	6,049 +539	+10%	+$40.7K	0.18%	110
2026 Q2	$425K	Buy	5,510 +700	+15%	+$51.4K	0.18%	111
2026 Q1	$325K	Hold	4,810	–	–	0.15%	123
2025 Q4	$317K	Hold	4,810	–	–	0.14%	123
2025 Q3	$314K	Hold	4,810	–	–	0.14%	127
2025 Q2	$298K	Buy	4,810 +425	+10%	+$24.9K	0.14%	125
2025 Q1	$256K	Hold	4,385	–	–	0.07%	143
2024 Q4	$273K	Hold	4,385	–	–	0.07%	141
2024 Q3	$273K	Buy	4,385 +1,875	+75%	+$113K	0.07%	141
2024 Q2	$152K	Hold	2,510	–	–	0.04%	153
2024 Q1	$152K	Sell	2,510 -19,555	-89%	-$1.11M	0.04%	160
2023 Q4	$1.22M	Buy	+22,065	New	+$1.12M	0.22%	84
2023 Q3	–	Sell	-4,385	Closed	-$229K	–	113
2023 Q2	$229K	Buy	4,385 +125	+3%	+$6.21K	0.07%	136
2023 Q1	$213K	Buy	+4,260	New	+$217K	0.06%	134

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

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

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

Mitchell Sinkler & Starr's IJH Position: Q3 2026 in Review

Mitchell Sinkler & Starr increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.8% in Q3 2026, buying an estimated $40.7K and bringing the position to 6,049 shares worth $435K. The position accounts for 0.18% of the portfolio, ranked #110.

Mitchell Sinkler & Starr first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2023. 878 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Mitchell Sinkler & Starr held 6,049 shares of iShares Core S&P Mid-Cap ETF worth $435K as of Q3 2026.
Mitchell Sinkler & Starr bought 539 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $40.7K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #110 holding.
Mitchell Sinkler & Starr first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Mitchell Sinkler & Starr's iShares Core S&P Mid-Cap ETF position peaked at $1.22M in Q4 2023.
878 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.