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

Realta Investment 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	$28.6K	Hold	397	–	–	0.01%	283
2026 Q2	$30.6K	Hold	397	–	–	0.01%	285
2026 Q1	$26.8K	Buy	397 +1	+0.3%	+$69	0.01%	271
2025 Q4	$26.2K	Hold	396	–	–	0.01%	270
2025 Q3	$25.8K	Sell	396 -131	-25%	-$8.42K	0.01%	255
2025 Q2	$32.7K	Sell	527 -328	-38%	-$19.3K	0.01%	244
2025 Q1	$49.9K	Sell	855 -3	-0.3%	-$186	0.02%	231
2024 Q4	$54K	Sell	858 -2,475	-74%	-$159K	0.02%	248
2024 Q3	$211K	Sell	3,333 -8,699	-72%	-$525K	0.1%	175
2024 Q2	$704K	Buy	12,032 +1,765	+17%	+$104K	0.14%	167
2024 Q1	$624K	Sell	10,267 -78	-0.8%	-$4.42K	0.13%	193
2023 Q4	$574K	Sell	10,345 -790	-7%	-$40.1K	0.13%	197
2023 Q3	$582K	Sell	11,135 -225	-2%	-$11.8K	0.13%	180
2023 Q2	$594K	Buy	11,360 +40	+0.4%	+$1.99K	0.13%	187
2023 Q1	$566K	Sell	11,320 -4,995	-31%	-$254K	0.14%	188
2022 Q4	$789K	Sell	16,315 -70	-0.4%	-$3.38K	0.19%	131
2022 Q3	$718K	Buy	16,385 +80	+0.5%	+$3.87K	0.19%	137
2022 Q2	$747K	Sell	16,305 -2,885	-15%	-$142K	0.18%	129
2022 Q1	$1.03M	Buy	19,190 +845	+5%	+$45K	0.21%	111
2021 Q4	$1.04M	Sell	18,345 -420	-2%	-$23.4K	0.23%	105
2021 Q3	$987K	Buy	18,765 +130	+0.7%	+$6.99K	0.23%	107
2021 Q2	$1M	Sell	18,635 -1,755	-9%	-$94.8K	0.24%	108
2021 Q1	$1.06M	Buy	20,390 +9,850	+93%	+$492K	0.28%	91
2020 Q4	$484K	Sell	10,540 -3,210	-23%	-$135K	0.14%	169
2020 Q3	$510K	Buy	13,750 +500	+4%	+$18.7K	0.17%	149
2020 Q2	$471K	Buy	13,250 +3,935	+42%	+$131K	0.15%	174
2020 Q1	$268K	Sell	9,315 -22,200	-70%	-$825K	0.12%	219
2019 Q4	$1.27M	Sell	31,515 -6,250	-17%	-$248K	0.35%	51
2019 Q3	$1.46M	Sell	37,765 -6,605	-15%	-$254K	0.4%	42
2019 Q2	$1.73M	Buy	44,370 +6,510	+17%	+$250K	0.48%	34
2019 Q1	$1.44M	Buy	+37,860	New	+$1.4M	0.65%	20

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

AIM

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

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

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

BSB

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

Realta Investment Advisors's IJH Position: Q3 2026 in Review

Realta Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 397 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #283.

Realta Investment Advisors first reported a position in IJH in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.73M in Q2 2019. 456 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Realta Investment Advisors held 397 shares of iShares Core S&P Mid-Cap ETF worth $28.6K as of Q3 2026.
Realta Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #283 holding.
Realta Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
Realta Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.73M in Q2 2019.
456 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.