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

Portus Wealth Advisors’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	$1.53M	Buy	21,210 +486	+2%	+$36.7K	1.26%	27
2026 Q2	$1.6M	Buy	20,724 +380	+2%	+$27.9K	1.32%	24
2026 Q1	$1.37M	Sell	20,344 -308	-1%	-$21.4K	1.29%	23
2025 Q4	$1.36M	Buy	20,652 +1,175	+6%	+$77K	1.29%	24
2025 Q3	$1.27M	Buy	+19,477	New	+$1.25M	1.27%	23

Other funds holding IJH

VFA

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Portus Wealth Advisors's IJH Position: Q3 2026 in Review

Portus Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q3 2026, buying an estimated $36.7K and bringing the position to 21,210 shares worth $1.53M. The position accounts for 1.26% of the portfolio, ranked #27.

Portus Wealth Advisors first reported a position in IJH in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q2 2026. 254 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Portus Wealth Advisors held 21,210 shares of iShares Core S&P Mid-Cap ETF worth $1.53M as of Q3 2026.
Portus Wealth Advisors bought 486 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $36.7K.
iShares Core S&P Mid-Cap ETF made up 1.26% of Portus Wealth Advisors's portfolio in Q3 2026, its #27 holding.
Portus Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
Portus Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.6M in Q2 2026.
254 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.