Shade Tree Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Shade Tree 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	$432K	Buy	+6,000	New	+$453K	0.23%	44

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 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

Shade Tree Advisors's IJH Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 6,000 shares worth $432K. The stake represents 0.23% of the portfolio and ranks #44 among its holdings.

1,273 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Shade Tree Advisors held 6,000 shares of iShares Core S&P Mid-Cap ETF worth $432K as of Q3 2026.
iShares Core S&P Mid-Cap ETF was a new Shade Tree Advisors position in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.23% of Shade Tree Advisors's portfolio in Q3 2026, its #44 holding.
1,273 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.