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

Sound Stewardship’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	$7.48M	Buy	103,924 +2,913	+3%	+$220K	3.04%	15
2026 Q2	$7.79M	Buy	101,011 +1,766	+2%	+$130K	3.21%	15
2026 Q1	$6.7M	Buy	99,245 +1,804	+2%	+$125K	3.07%	13
2025 Q4	$6.43M	Buy	97,441 +1,850	+2%	+$121K	3.08%	14
2025 Q3	$6.24M	Buy	95,591 +3,652	+4%	+$235K	2.99%	15
2025 Q2	$5.7M	Buy	91,939 +7,285	+9%	+$428K	2.94%	14
2025 Q1	$4.94M	Sell	84,654 -344	-0.4%	-$21.4K	2.81%	14
2024 Q4	$5.3M	Sell	84,998 -995	-1%	-$63.8K	3.15%	12
2024 Q3	$5.36M	Buy	85,993 +1,667	+2%	+$101K	3.01%	13
2024 Q2	$4.93M	Buy	84,326 +812	+1%	+$47.7K	3%	14
2024 Q1	$5.07M	Buy	83,514 +3,299	+4%	+$187K	3.08%	13
2023 Q4	$4.45M	Buy	80,215 +3,190	+4%	+$162K	2.94%	14
2023 Q3	$3.84M	Buy	77,025 +30	+0%	+$1.57K	2.58%	16
2023 Q2	$4.03M	Sell	76,995 -2,130	-3%	-$106K	2.65%	15
2023 Q1	$3.96M	Buy	79,125 +5,205	+7%	+$265K	2.66%	14
2022 Q4	$3.58M	Buy	+73,920	New	+$3.57M	2.64%	15

Other funds holding IJH

VFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AWE

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

TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return

BSB

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

Sound Stewardship's IJH Position: Q3 2026 in Review

Sound Stewardship increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q3 2026, buying an estimated $220K and bringing the position to 103,924 shares worth $7.48M. The position accounts for 3.04% of the portfolio, ranked #15.

Sound Stewardship first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.79M in Q2 2026. 366 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Sound Stewardship held 103,924 shares of iShares Core S&P Mid-Cap ETF worth $7.48M as of Q3 2026.
Sound Stewardship bought 2,913 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $220K.
iShares Core S&P Mid-Cap ETF made up 3.04% of Sound Stewardship's portfolio in Q3 2026, its #15 holding.
Sound Stewardship first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Sound Stewardship's iShares Core S&P Mid-Cap ETF position peaked at $7.79M in Q2 2026.
366 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.