Richard P. Slaughter Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Richard P. Slaughter Associates’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	$201K	Buy	+2,796	New	+$211K	0.04%	112
2022 Q4	–	Sell	-5,735	Closed	-$251K	–	132
2022 Q3	$251K	Buy	+5,735	New	+$277K	0.11%	119
2022 Q2	–	Sell	-6,260	Closed	-$335K	–	130
2022 Q1	$335K	Sell	6,260 -1,685	-21%	-$89.7K	0.12%	118
2021 Q4	$449K	Hold	7,945	–	–	0.16%	110
2021 Q3	$418K	Sell	7,945 -1,685	-17%	-$90.7K	0.17%	106
2021 Q2	$517K	Sell	9,630 -75	-0.8%	-$4.05K	0.2%	102
2021 Q1	$505K	Sell	9,705 -17,700	-65%	-$884K	0.21%	101
2020 Q4	$1.26M	Sell	27,405 -430	-2%	-$18.1K	0.53%	52
2020 Q3	$1.03M	Sell	27,835 -7,690	-22%	-$287K	0.47%	55
2020 Q2	$1.26M	Sell	35,525 -20,895	-37%	-$694K	0.55%	53
2020 Q1	$1.62M	Sell	56,420 -36,235	-39%	-$1.35M	0.85%	34
2019 Q4	$3.81M	Buy	+92,655	New	+$3.67M	1.52%	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

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

Richard P. Slaughter Associates's IJH Position: Q3 2026 in Review

Richard P. Slaughter Associates opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 2,796 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings. This is a return to the name: Richard P. Slaughter Associates previously reported a position in IJH as recently as Q3 2022.

Richard P. Slaughter Associates first reported a position in IJH in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.81M in Q4 2019. 456 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Richard P. Slaughter Associates held 2,796 shares of iShares Core S&P Mid-Cap ETF worth $201K as of Q3 2026.
iShares Core S&P Mid-Cap ETF was a new Richard P. Slaughter Associates position in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #112 holding.
Richard P. Slaughter Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 12 quarters since.
Richard P. Slaughter Associates's iShares Core S&P Mid-Cap ETF position peaked at $3.81M in Q4 2019.
456 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.