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

SFM LLC’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	$1.93M	Sell	26,863 -3,530	-12%	-$266K	0.97%	24
2026 Q2	$2.34M	Sell	30,393 -1,107	-4%	-$81.2K	1.2%	21
2026 Q1	$2.13M	Buy	31,500 +1,280	+4%	+$88.8K	1.29%	21
2025 Q4	$1.99M	Sell	30,220 -1,193	-4%	-$78.1K	1.17%	23
2025 Q3	$2.05M	Buy	31,413 +321	+1%	+$20.6K	1.19%	22
2025 Q2	$1.93M	Buy	31,092 +11,586	+59%	+$680K	1.24%	20
2025 Q1	$1.14M	Sell	19,506 -1,821	-9%	-$113K	0.84%	29
2024 Q4	$1.33M	Sell	21,327 -45	-0.2%	-$2.89K	0.94%	29
2024 Q3	$1.33M	Sell	21,372 -733	-3%	-$44.2K	1%	26
2024 Q2	$1.29M	Sell	22,105 -715	-3%	-$42K	0.97%	24
2024 Q1	$1.39M	Sell	22,820 -2,890	-11%	-$164K	1.06%	22
2023 Q4	$1.43M	Buy	+25,710	New	+$1.3M	1.18%	23

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

SFM LLC's IJH Position: Q3 2026 in Review

SFM LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q3 2026, selling an estimated $266K and leaving 26,863 shares worth $1.93M. The position accounts for 0.97% of the portfolio, ranked #24.

SFM LLC first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.34M in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

SFM LLC held 26,863 shares of iShares Core S&P Mid-Cap ETF worth $1.93M as of Q3 2026.
SFM LLC sold 3,530 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $266K.
iShares Core S&P Mid-Cap ETF made up 0.97% of SFM LLC's portfolio in Q3 2026, its #24 holding.
SFM LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
SFM LLC's iShares Core S&P Mid-Cap ETF position peaked at $2.34M in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.