McCarley & Cook Financial Planners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McCarley & Cook Financial Planners’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	$4.58M	Buy	63,613 +305	+0.5%	+$23K	3.47%	5
2026 Q2	$4.88M	Sell	63,308 -2,735	-4%	-$201K	3.79%	5
2026 Q1	$4.46M	Sell	66,043 -65,704	-50%	-$4.56M	3.85%	6
2025 Q4	$8.7M	Buy	+131,747	New	+$8.63M	7.85%	3

Other funds holding IJH

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

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

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

McCarley & Cook Financial Planners's IJH Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.48% in Q3 2026, buying an estimated $23K and bringing the position to 63,613 shares worth $4.58M. The position accounts for 3.47% of the portfolio, ranked #5.

McCarley & Cook Financial Planners first reported a position in IJH in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.7M in Q4 2025. 1,083 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

McCarley & Cook Financial Planners held 63,613 shares of iShares Core S&P Mid-Cap ETF worth $4.58M as of Q3 2026.
McCarley & Cook Financial Planners bought 305 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $23K.
iShares Core S&P Mid-Cap ETF made up 3.47% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #5 holding.
McCarley & Cook Financial Planners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's iShares Core S&P Mid-Cap ETF position peaked at $8.7M in Q4 2025.
1,083 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.