Roundview Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Roundview Capital’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	$712K	Buy	9,894 +220	+2%	+$16.6K	0.04%	240
2026 Q2	$746K	Buy	9,674 +1,326	+16%	+$97.3K	0.04%	242
2026 Q1	$564K	Hold	8,348	–	–	0.04%	253
2025 Q4	$551K	Buy	8,348 +220	+3%	+$14.4K	0.03%	245
2025 Q3	$530K	Hold	8,128	–	–	0.03%	254
2025 Q2	$504K	Sell	8,128 -513	-6%	-$30.1K	0.03%	260
2025 Q1	$504K	Buy	8,641 +1,530	+22%	+$95K	0.04%	255
2024 Q4	$443K	Buy	7,111 +463	+7%	+$29.7K	0.03%	278
2024 Q3	$414K	Buy	6,648 +495	+8%	+$29.9K	0.03%	286
2024 Q2	$360K	Buy	6,153 +22	+0.4%	+$1.29K	0.03%	280
2024 Q1	$372K	Buy	+6,131	New	+$347K	0.03%	277
2022 Q2	–	Sell	-5,465	Closed	-$293K	–	285
2022 Q1	$293K	Buy	+5,465	New	+$291K	0.03%	261

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

Roundview Capital's IJH Position: Q3 2026 in Review

Roundview Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q3 2026, buying an estimated $16.6K and bringing the position to 9,894 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #240.

Roundview Capital first reported a position in IJH in Q1 2022 and has held it in 12 quarters since. The position peaked at $746K in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Roundview Capital held 9,894 shares of iShares Core S&P Mid-Cap ETF worth $712K as of Q3 2026.
Roundview Capital bought 220 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $16.6K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Roundview Capital's portfolio in Q3 2026, its #240 holding.
Roundview Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 12 quarters since.
Roundview Capital's iShares Core S&P Mid-Cap ETF position peaked at $746K 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 Roundview Capital's 13F filing for Q3 2026, filed 10 Nov 2026.