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

StackStone Wealth’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	$4.84M	Buy	+67,227	New	+$5.07M	0.48%	51

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

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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

StackStone Wealth's IJH Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 67,227 shares worth $4.84M. The stake represents 0.48% of the portfolio and ranks #51 among its holdings.

1,265 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

StackStone Wealth held 67,227 shares of iShares Core S&P Mid-Cap ETF worth $4.84M as of Q3 2026.
iShares Core S&P Mid-Cap ETF was a new StackStone Wealth position in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.48% of StackStone Wealth's portfolio in Q3 2026, its #51 holding.
1,265 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.