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

Orgel Wealth 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	$119M	Buy	1,657,388 +108,759	+7%	+$8.21M	2.25%	17
2026 Q2	$119M	Buy	+1,548,629	New	+$114M	2.26%	16
2024 Q4	–	Sell	-5,220	Closed	-$325K	–	88
2024 Q3	$325K	Buy	5,220 +350	+7%	+$21.1K	0.01%	67
2024 Q2	$285K	Hold	4,870	–	–	0.01%	67
2024 Q1	$296K	Sell	4,870 -765	-14%	-$43.3K	0.01%	67
2023 Q4	$312K	Buy	5,635 +795	+16%	+$40.3K	0.01%	68
2023 Q3	$241K	Hold	4,840	–	–	0.01%	73
2023 Q2	$253K	Hold	4,840	–	–	0.01%	66
2023 Q1	$242K	Sell	4,840 -50	-1%	-$2.55K	0.01%	65
2022 Q4	$237K	Buy	+4,890	New	+$236K	0.01%	69

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

Orgel Wealth Management's IJH Position: Q3 2026 in Review

Orgel Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7% in Q3 2026, buying an estimated $8.21M and bringing the position to 1,657,388 shares worth $119M. The position accounts for 2.25% of the portfolio, ranked #17.

Orgel Wealth Management first reported a position in IJH in Q4 2022 and has held it in 10 quarters since. The position peaked at $119M in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Orgel Wealth Management held 1,657,388 shares of iShares Core S&P Mid-Cap ETF worth $119M as of Q3 2026.
Orgel Wealth Management bought 108,759 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $8.21M.
iShares Core S&P Mid-Cap ETF made up 2.25% of Orgel Wealth Management's portfolio in Q3 2026, its #17 holding.
Orgel Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 10 quarters since.
Orgel Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $119M 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 Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.