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

Next Level Private’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	$991K	Sell	13,775 -113	-0.8%	-$8.53K	0.19%	80
2026 Q2	$1.07M	Buy	13,888 +131	+1%	+$9.6K	0.21%	72
2026 Q1	$929K	Sell	13,757 -8	-0.1%	-$555	0.21%	75
2025 Q4	$908K	Buy	13,765 +83	+0.6%	+$5.44K	0.24%	73
2025 Q3	$901K	Sell	13,682 -43	-0.3%	-$2.76K	0.26%	67
2025 Q2	$851K	Buy	13,725 +160	+1%	+$9.39K	0.28%	61
2025 Q1	$791K	Sell	13,565 -143	-1%	-$8.88K	0.29%	61
2024 Q4	$854K	Buy	13,708 +52	+0.4%	+$3.34K	0.34%	56
2024 Q3	$851K	Buy	13,656 +47	+0.3%	+$2.83K	0.35%	56
2024 Q2	$796K	Buy	13,609 +34	+0.3%	+$2K	0.36%	54
2024 Q1	$825K	Buy	13,575 +30	+0.2%	+$1.7K	0.38%	54
2023 Q4	$751K	Buy	13,545 +55	+0.4%	+$2.79K	0.43%	49
2023 Q3	$664K	Buy	13,490 +55	+0.4%	+$2.88K	0.44%	50
2023 Q2	$707K	Buy	+13,435	New	+$668K	0.46%	48
2023 Q1	–	Sell	-13,280	Closed	-$659K	–	84
2022 Q4	$659K	Buy	13,280 +505	+4%	+$24.4K	0.48%	47
2022 Q3	$597K	Buy	+12,775	New	+$618K	0.53%	39
2022 Q2	–	Sell	-13,540	Closed	-$727K	–	159
2022 Q1	$727K	Buy	13,540 +265	+2%	+$14.1K	0.59%	39
2021 Q4	$752K	Buy	+13,275	New	+$739K	0.63%	33

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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

Next Level Private's IJH Position: Q3 2026 in Review

Next Level Private reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.81% in Q3 2026, selling an estimated $8.53K and leaving 13,775 shares worth $991K. The position accounts for 0.19% of the portfolio, ranked #80.

Next Level Private first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q2 2026. 723 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Next Level Private held 13,775 shares of iShares Core S&P Mid-Cap ETF worth $991K as of Q3 2026.
Next Level Private sold 113 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $8.53K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Next Level Private's portfolio in Q3 2026, its #80 holding.
Next Level Private first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Next Level Private's iShares Core S&P Mid-Cap ETF position peaked at $1.07M in Q2 2026.
723 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.