St. Clair Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

St. Clair 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	$2.27M	Buy	31,571 +22	+0.1%	+$1.66K	0.56%	31
2026 Q2	$2.43M	Sell	31,549 -126	-0.4%	-$9.24K	0.63%	31
2026 Q1	$2.14M	Sell	31,675 -532	-2%	-$36.9K	0.57%	35
2025 Q4	$2.13M	Buy	32,207 +48	+0.1%	+$3.14K	0.55%	31
2025 Q3	$2.1M	Sell	32,159 -576	-2%	-$37K	0.56%	31
2025 Q2	$2.03M	Sell	32,735 -590	-2%	-$34.6K	0.53%	32
2025 Q1	$1.94M	Sell	33,325 -751	-2%	-$46.6K	0.54%	31
2024 Q4	$2.12M	Buy	34,076 +35	+0.1%	+$2.24K	0.61%	30
2024 Q3	$2.12M	Sell	34,041 -1,168	-3%	-$70.4K	0.6%	27
2024 Q2	$2.06M	Buy	35,209 +23	+0.1%	+$1.35K	0.66%	27
2024 Q1	$2.14M	Buy	35,186 +16	+0%	+$906	0.69%	26
2023 Q4	$1.95M	Sell	35,170 -425	-1%	-$21.6K	0.67%	28
2023 Q3	$1.78M	Sell	35,595 -400	-1%	-$21K	0.7%	25
2023 Q2	$1.88M	Buy	35,995 +1,225	+4%	+$60.9K	0.73%	25
2023 Q1	$1.74M	Buy	34,770 +600	+2%	+$30.6K	0.76%	25
2022 Q4	$1.65M	Buy	34,170 +2,500	+8%	+$121K	1.04%	16
2022 Q3	$1.39M	Buy	31,670 +9,875	+45%	+$477K	1.11%	14
2022 Q2	$986K	Buy	21,795 +1,255	+6%	+$62K	0.8%	16
2022 Q1	$1.1M	Buy	20,540 +1,430	+7%	+$76.1K	0.75%	16
2021 Q4	$1.08M	Sell	19,110 -250	-1%	-$13.9K	0.62%	22
2021 Q3	$1.02M	Buy	19,360 +14,985	+343%	+$806K	0.71%	18
2021 Q2	$235K	Hold	4,375	–	–	0.18%	40
2021 Q1	$228K	Hold	4,375	–	–	0.18%	40
2020 Q4	$201K	Buy	+4,375	New	+$184K	0.19%	43

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

St. Clair Advisors's IJH Position: Q3 2026 in Review

St. Clair Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.07% in Q3 2026, buying an estimated $1.66K and bringing the position to 31,571 shares worth $2.27M. The position accounts for 0.56% of the portfolio, ranked #31.

St. Clair Advisors first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.43M in Q2 2026. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

St. Clair Advisors held 31,571 shares of iShares Core S&P Mid-Cap ETF worth $2.27M as of Q3 2026.
St. Clair Advisors bought 22 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.66K.
iShares Core S&P Mid-Cap ETF made up 0.56% of St. Clair Advisors's portfolio in Q3 2026, its #31 holding.
St. Clair Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
St. Clair Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.43M in Q2 2026.
960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.