Shira Ridge Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Shira Ridge Wealth Management’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	$216K	Sell	3,001 -281	-9%	-$21.2K	0.08%	78
2026 Q2	$253K	Sell	3,282 -99	-3%	-$7.26K	0.09%	69
2026 Q1	$228K	Sell	3,381 -496	-13%	-$34.4K	0.09%	71
2025 Q4	$256K	Sell	3,877 -2,014	-34%	-$132K	0.1%	66
2025 Q3	$384K	Buy	5,891 +455	+8%	+$29.2K	0.16%	57
2025 Q2	$337K	Hold	5,436	–	–	0.15%	60
2025 Q1	$317K	Sell	5,436 -188	-3%	-$11.7K	0.16%	58
2024 Q4	$350K	Buy	5,624 +2	+0%	+$128	0.17%	60
2024 Q3	$350K	Buy	5,622 +218	+4%	+$13.1K	0.18%	62
2024 Q2	$316K	Buy	5,404 +1	+0%	+$59	0.18%	63
2024 Q1	$328K	Buy	5,403 +53	+1%	+$3K	0.19%	60
2023 Q4	$296K	Sell	5,350 -130	-2%	-$6.59K	0.18%	64
2023 Q3	$273K	Buy	5,480 +945	+21%	+$49.5K	0.18%	58
2023 Q2	$237K	Buy	4,535 +340	+8%	+$16.9K	0.15%	61
2023 Q1	$210K	Buy	+4,195	New	+$214K	0.14%	62

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Shira Ridge Wealth Management's IJH Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.6% in Q3 2026, selling an estimated $21.2K and leaving 3,001 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #78.

Shira Ridge Wealth Management first reported a position in IJH in Q1 2023 and has held it in 15 quarters since. The position peaked at $384K in Q3 2025. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Shira Ridge Wealth Management held 3,001 shares of iShares Core S&P Mid-Cap ETF worth $216K as of Q3 2026.
Shira Ridge Wealth Management sold 281 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $21.2K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #78 holding.
Shira Ridge Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
Shira Ridge Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $384K in Q3 2025.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.