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

Sachetta’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
Q2 		$4.7M Buy
60,983
+2,804
+5% +$206K 2.29% 7
2026
Q1 		$3.93M Sell
58,179
-1,013
-2% -$70.3K 2.13% 7
2025
Q4 		$3.91M Buy
59,192
+13,481
+29% +$883K 2.14% 7
2025
Q3 		$2.98M Sell
45,711
-1,615
-3% -$104K 1.11% 18
2025
Q2 		$2.94M Sell
47,326
-11,878
-20% -$697K 1.16% 17
2025
Q1 		$3.45M Buy
59,204
+2,283
+4% +$142K 1.42% 13
2024
Q4 		$3.55M Buy
56,921
+1,620
+3% +$104K 1.4% 13
2024
Q3 		$3.45M Buy
55,301
+11,001
+25% +$663K 1.36% 12
2024
Q2 		$2.73M Buy
44,300
+39,816
+888% +$2.34M 1.19% 15
2024
Q1 		$1.24M Sell
4,484
-17,931
-80% -$1.02M 0.59% 30
2023
Q4 		$1.24M Buy
+22,415
New +$1.14M 0.59% 30

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Sachetta's IJH Position: Q2 2026 in Review

Sachetta increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q2 2026, buying an estimated $206K and bringing the position to 60,983 shares worth $4.7M. The position accounts for 2.29% of the portfolio, ranked #7.

Sachetta first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sachetta held 60,983 shares of iShares Core S&P Mid-Cap ETF worth $4.7M as of Q2 2026.
  • Sachetta bought 2,804 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $206K.
  • iShares Core S&P Mid-Cap ETF made up 2.29% of Sachetta's portfolio in Q2 2026, its #7 holding.
  • Sachetta first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.