S.A. Mason’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

S.A. Mason’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	$1.66M	Buy	23,127 +53	+0.2%	+$4K	0.49%	51
2026 Q2	$1.78M	Buy	23,074 +500	+2%	+$36.7K	0.55%	51
2026 Q1	$1.52M	Buy	22,574 +1,850	+9%	+$128K	0.57%	47
2025 Q4	$1.37M	Buy	20,724 +96	+0.5%	+$6.29K	0.54%	54
2025 Q3	$1.35M	Hold	20,628	–	–	0.59%	43
2025 Q2	$1.28M	Sell	20,628 -50	-0.2%	-$2.94K	0.62%	41
2025 Q1	$1.21M	Buy	20,678 +972	+5%	+$60.4K	0.64%	43
2024 Q4	$1.23M	Hold	19,706	–	–	0.64%	41
2024 Q3	$1.23M	Buy	19,706 +1,585	+9%	+$95.6K	0.65%	40
2024 Q2	$1.06M	Buy	18,121 +616	+4%	+$36.2K	0.6%	44
2024 Q1	$1.06M	Buy	17,505 +30	+0.2%	+$1.7K	0.64%	43
2023 Q4	$969K	Hold	17,475	–	–	0.65%	40
2023 Q3	$871K	Buy	17,475 +85	+0.5%	+$4.45K	0.63%	41
2023 Q2	$870K	Hold	17,390	–	–	0.63%	38
2023 Q1	$870K	Sell	17,390 -6,000	-26%	-$306K	0.63%	38
2022 Q4	$1.13M	Hold	23,390	–	–	0.85%	25
2022 Q3	$1.03M	Hold	23,390	–	–	0.81%	29
2022 Q2	$1.06M	Hold	23,390	–	–	0.77%	31
2022 Q1	$1.26M	Hold	23,390	–	–	0.78%	31
2021 Q4	$1.32M	Hold	23,390	–	–	0.8%	31
2021 Q3	$1.23M	Hold	23,390	–	–	0.81%	31
2021 Q2	$1.26M	Hold	23,390	–	–	0.86%	30
2021 Q1	$1.22M	Buy	23,390 +6,000	+35%	+$300K	0.91%	27
2020 Q4	$799K	Hold	17,390	–	–	0.67%	39
2020 Q3	$645K	Hold	17,390	–	–	0.61%	48
2020 Q2	$618K	Buy	17,390 +550	+3%	+$18.3K	0.65%	44
2020 Q1	$485K	Hold	16,840	–	–	0.59%	46
2019 Q4	$693K	Buy	+16,840	New	+$667K	0.66%	38

Other funds holding IJH

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

S.A. Mason's IJH Position: Q3 2026 in Review

S.A. Mason increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q3 2026, buying an estimated $4K and bringing the position to 23,127 shares worth $1.66M. The position accounts for 0.49% of the portfolio, ranked #51.

S.A. Mason first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.78M in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

S.A. Mason held 23,127 shares of iShares Core S&P Mid-Cap ETF worth $1.66M as of Q3 2026.
S.A. Mason bought 53 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $4K.
iShares Core S&P Mid-Cap ETF made up 0.49% of S.A. Mason's portfolio in Q3 2026, its #51 holding.
S.A. Mason first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
S.A. Mason's iShares Core S&P Mid-Cap ETF position peaked at $1.78M in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.