SHFA
IJH icon

SC&H Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SC&H Financial Advisors’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 		$991K Buy
13,768
+16
+0.1% +$1.21K 0.14% 66
2026
Q2 		$1.06M Buy
13,752
+13
+0.1% +$954 0.14% 68
2026
Q1 		$928K Buy
13,739
+12
+0.1% +$832 0.14% 69
2025
Q4 		$906K Sell
13,727
-147
-1% -$9.63K 0.14% 70
2025
Q3 		$905K Buy
13,874
+69
+0.5% +$4.43K 0.15% 71
2025
Q2 		$856K Buy
13,805
+17
+0.1% +$998 0.15% 76
2025
Q1 		$805K Buy
13,788
+15
+0.1% +$932 0.16% 73
2024
Q4 		$858K Buy
13,773
+1,919
+16% +$123K 0.18% 69
2024
Q3 		$739K Sell
11,854
-116
-1% -$7K 0.16% 77
2024
Q2 		$700K Buy
11,970
+1,790
+18% +$105K 0.17% 75
2024
Q1 		$618K Buy
10,180
+400
+4% +$22.6K 0.16% 81
2023
Q4 		$542K Sell
9,780
-2,975
-23% -$151K 0.16% 84
2023
Q3 		$636K Hold
12,755
– – 0.21% 75
2023
Q2 		$667K Buy
12,755
+15
+0.1% +$745 0.22% 77
2023
Q1 		$637K Sell
12,740
-4,025
-24% -$205K 0.23% 75
2022
Q4 		$811K Buy
16,765
+1,810
+12% +$87.4K 0.34% 64
2022
Q3 		$656K Sell
14,955
-1,160
-7% -$56.1K 0.33% 64
2022
Q2 		$729K Buy
16,115
+8,790
+120% +$434K 0.34% 60
2022
Q1 		$393K Buy
7,325
+1,385
+23% +$73.7K 0.19% 105
2021
Q4 		$336K Buy
+5,940
New +$331K 0.19% 113

Other funds holding IJH

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

SC&H Financial Advisors's IJH Position: Q3 2026 in Review

SC&H Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q3 2026, buying an estimated $1.21K and bringing the position to 13,768 shares worth $991K. The position accounts for 0.14% of the portfolio, ranked #66.

SC&H Financial Advisors first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q2 2026. 369 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • SC&H Financial Advisors held 13,768 shares of iShares Core S&P Mid-Cap ETF worth $991K as of Q3 2026.
  • SC&H Financial Advisors bought 16 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.21K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of SC&H Financial Advisors's portfolio in Q3 2026, its #66 holding.
  • SC&H Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.06M in Q2 2026.
  • 369 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.