ORG Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

ORG Wealth Partners’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	$1.21M	Buy	16,738 +110	+0.7%	+$8.3K	0.2%	80
2026 Q2	$1.28M	Sell	16,628 -221	-1%	-$16.2K	0.19%	66
2026 Q1	$1.14M	Buy	16,849 +709	+4%	+$49.2K	0.22%	65
2025 Q4	$1.07M	Buy	16,140 +562	+4%	+$36.8K	0.25%	65
2025 Q3	$1.02M	Buy	15,578 +240	+2%	+$15.4K	0.22%	73
2025 Q2	$964K	Sell	15,338 -1,337	-8%	-$78.5K	0.23%	66
2025 Q1	$979K	Buy	16,675 +16,564	+14,923%	+$1.03M	0.3%	63
2024 Q4	$6.92K	Buy	+111	New	+$7.12K	﹤0.01%	396

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

ORG Wealth Partners's IJH Position: Q3 2026 in Review

ORG Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.66% in Q3 2026, buying an estimated $8.3K and bringing the position to 16,738 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #80.

ORG Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

ORG Wealth Partners held 16,738 shares of iShares Core S&P Mid-Cap ETF worth $1.21M as of Q3 2026.
ORG Wealth Partners bought 110 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $8.3K.
iShares Core S&P Mid-Cap ETF made up 0.2% of ORG Wealth Partners's portfolio in Q3 2026, its #80 holding.
ORG Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.28M in Q2 2026.
2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.