RVW Wealth
IJH icon

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

RVW Wealth’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 		$382K Hold
5,315
– – 0.02% 133
2026
Q2 		$410K Hold
5,315
– – 0.03% 123
2026
Q1 		$359K Hold
5,315
– – 0.03% 129
2025
Q4 		$351K Buy
5,315
+31
+0.6% +$2.03K 0.03% 129
2025
Q3 		$345K Hold
5,284
– – 0.03% 132
2025
Q2 		$328K Buy
5,284
+194
+4% +$11.4K 0.03% 133
2025
Q1 		$297K Sell
5,090
-712
-12% -$44.2K 0.03% 134
2024
Q4 		$362K Sell
5,802
-255
-4% -$16.4K 0.03% 106
2024
Q3 		$377K Buy
6,057
+712
+13% +$42.9K 0.04% 108
2024
Q2 		$313K Hold
5,345
– – 0.03% 117
2024
Q1 		$325K Sell
5,345
-460
-8% -$26K 0.03% 111
2023
Q4 		$322K Sell
5,805
-95
-2% -$4.82K 0.04% 110
2023
Q3 		$294K Sell
5,900
-2,675
-31% -$140K 0.04% 109
2023
Q2 		$448K Buy
8,575
+1,795
+26% +$89.2K 0.05% 101
2023
Q1 		$339K Sell
6,780
-1,350
-17% -$68.8K 0.04% 110
2022
Q4 		$393K Sell
8,130
-465
-5% -$22.5K 0.05% 107
2022
Q3 		$377K Hold
8,595
– – 0.05% 103
2022
Q2 		$389K Buy
8,595
+215
+3% +$10.6K 0.05% 102
2022
Q1 		$450K Buy
8,380
+1,350
+19% +$71.9K 0.05% 96
2021
Q4 		$398K Hold
7,030
– – 0.04% 99
2021
Q3 		$0 Hold
7,030
– – ﹤0.01% 102
2021
Q2 		$0 Buy
7,030
+95
+1% +$5.13K ﹤0.01% 95
2021
Q1 		$1M Hold
6,935
– – 0.13% 78
2020
Q4 		$1M Hold
6,935
– – 0.15% 71
2020
Q3 		$257K Buy
+6,935
New +$259K 0.04% 86
2020
Q2 		– Sell
-23,625
Closed -$680K – 98
2020
Q1 		$680K Sell
23,625
-10,135
-30% -$377K 0.16% 68
2019
Q4 		$1.39M Buy
33,760
+715
+2% +$28.3K 0.3% 40
2019
Q3 		$1.28M Buy
+33,045
New +$1.27M 0.3% 39

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

RVW Wealth's IJH Position: Q3 2026 in Review

RVW Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 5,315 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #133.

RVW Wealth first reported a position in IJH in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.39M in Q4 2019. 2,008 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • RVW Wealth held 5,315 shares of iShares Core S&P Mid-Cap ETF worth $382K as of Q3 2026.
  • RVW Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #133 holding.
  • RVW Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • RVW Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.39M in Q4 2019.
  • 2,008 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.