MJT & Associates Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

MJT & Associates Financial Advisory’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	$16.5K	Hold	230	–	–	0.01%	140
2026 Q2	$17.7K	Hold	230	–	–	0.01%	138
2026 Q1	$15.5K	Hold	230	–	–	0.01%	139
2025 Q4	$15.2K	Hold	230	–	–	0.01%	142
2025 Q3	$15K	Hold	230	–	–	0.01%	152
2025 Q2	$14.3K	Hold	230	–	–	0.02%	179
2025 Q1	$13.4K	Buy	+230	New	+$14.3K	0.01%	184

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MJT & Associates Financial Advisory's IJH Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 230 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #140.

MJT & Associates Financial Advisory first reported a position in IJH in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.7K in Q2 2026. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

MJT & Associates Financial Advisory held 230 shares of iShares Core S&P Mid-Cap ETF worth $16.5K as of Q3 2026.
MJT & Associates Financial Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #140 holding.
MJT & Associates Financial Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares Core S&P Mid-Cap ETF position peaked at $17.7K in Q2 2026.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.