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

Root Financial 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	$1.01M	Sell	14,003 -857	-6%	-$64.7K	0.03%	135
2026 Q2	$1.15M	Buy	14,860 +144	+1%	+$10.6K	0.04%	113
2026 Q1	$994K	Sell	14,716 -1,105	-7%	-$76.7K	0.05%	107
2025 Q4	$1.04M	Buy	15,821 +2,628	+20%	+$172K	0.05%	94
2025 Q3	$861K	Buy	13,193 +2,042	+18%	+$131K	0.05%	93
2025 Q2	$692K	Buy	11,151 +439	+4%	+$25.8K	0.07%	94
2025 Q1	$625K	Sell	10,712 -3,680	-26%	-$229K	0.07%	94
2024 Q4	$897K	Buy	14,392 +4,611	+47%	+$296K	0.11%	69
2024 Q3	$610K	Buy	9,781 +5,786	+145%	+$349K	0.1%	79
2024 Q2	$234K	Buy	+3,995	New	+$235K	0.05%	101

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Root Financial Partners's IJH Position: Q3 2026 in Review

Root Financial Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.8% in Q3 2026, selling an estimated $64.7K and leaving 14,003 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #135.

Root Financial Partners first reported a position in IJH in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q2 2026. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Root Financial Partners held 14,003 shares of iShares Core S&P Mid-Cap ETF worth $1.01M as of Q3 2026.
Root Financial Partners sold 857 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $64.7K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #135 holding.
Root Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
Root Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.15M in Q2 2026.
1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.