Objective Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Objective Capital Management’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	$789K	Buy	10,969 +16	+0.1%	+$1.21K	0.71%	37
2026 Q2	$845K	Sell	10,953 -101	-0.9%	-$7.41K	0.75%	37
2026 Q1	$746K	Sell	11,054 -109	-1%	-$7.56K	0.75%	42
2025 Q4	$737K	Buy	11,163 +222	+2%	+$14.5K	0.75%	40
2025 Q3	$714K	Buy	10,941 +20	+0.2%	+$1.28K	0.74%	38
2025 Q2	$677K	Sell	10,921 -1,346	-11%	-$79K	0.76%	34
2025 Q1	$716K	Sell	12,267 -17,827	-59%	-$1.11M	0.91%	31
2024 Q4	$1.88M	Buy	30,094 +851	+3%	+$54.6K	1.25%	22
2024 Q3	$1.82M	Buy	+29,243	New	+$1.76M	1.07%	27
2024 Q1	$1.88M	Sell	30,991 -2,674	-8%	-$151K	1.27%	22
2023 Q4	$1.87M	Sell	33,665 -2,175	-6%	-$110K	1.42%	20
2023 Q3	$1.79M	Sell	35,840 -1,900	-5%	-$100K	1.59%	19
2023 Q2	$1.97M	Sell	37,740 -1,055	-3%	-$52.4K	1.72%	18
2023 Q1	$1.94M	Sell	38,795 -955	-2%	-$48.7K	1.77%	17
2022 Q4	$1.92M	Sell	39,750 -785	-2%	-$37.9K	1.91%	15
2022 Q3	$1.78M	Buy	40,535 +705	+2%	+$34.1K	1.9%	16
2022 Q2	$1.8M	Buy	39,830 +255	+0.6%	+$12.6K	1.82%	17
2022 Q1	$2.12M	Buy	39,575 +1,330	+3%	+$70.8K	1.63%	18
2021 Q4	$2.16M	Buy	+38,245	New	+$2.13M	1.53%	18

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

Objective Capital Management's IJH Position: Q3 2026 in Review

Objective Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.15% in Q3 2026, buying an estimated $1.21K and bringing the position to 10,969 shares worth $789K. The position accounts for 0.71% of the portfolio, ranked #37.

Objective Capital Management first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16M in Q4 2021. 723 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Objective Capital Management held 10,969 shares of iShares Core S&P Mid-Cap ETF worth $789K as of Q3 2026.
Objective Capital Management bought 16 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.21K.
iShares Core S&P Mid-Cap ETF made up 0.71% of Objective Capital Management's portfolio in Q3 2026, its #37 holding.
Objective Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Objective Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $2.16M in Q4 2021.
723 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.