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Steph & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Steph & Co’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 		$146K Sell
2,027
-167
-8% -$12.6K 0.04% 111
2026
Q2 		$169K Hold
2,194
– – 0.04% 110
2026
Q1 		$148K Sell
2,194
-328
-13% -$22.8K 0.04% 110
2025
Q4 		$166K Buy
2,522
+59
+2% +$3.86K 0.05% 105
2025
Q3 		$161K Hold
2,463
– – 0.05% 115
2025
Q2 		$153K Hold
2,463
– – 0.05% 113
2025
Q1 		$144K Buy
2,463
+236
+11% +$14.7K 0.05% 129
2024
Q4 		$139K Hold
2,227
– – 0.05% 137
2024
Q3 		$139K Hold
2,227
– – 0.04% 141
2024
Q2 		$130K Sell
2,227
-83
-4% -$4.88K 0.04% 143
2024
Q1 		$140K Hold
2,310
– – 0.05% 142
2023
Q4 		$128K Hold
2,310
– – 0.06% 125
2023
Q3 		$115K Sell
2,310
-185
-7% -$9.7K 0.06% 143
2023
Q2 		$130K Sell
2,495
-245
-9% -$12.2K 0.07% 132
2023
Q1 		$137K Hold
2,740
– – 0.09% 122
2022
Q4 		$133K Sell
2,740
-75
-3% -$3.62K 0.08% 124
2022
Q3 		$123K Sell
2,815
-90
-3% -$4.35K 0.09% 117
2022
Q2 		$131K Sell
2,905
-95
-3% -$4.69K 0.08% 121
2022
Q1 		$161K Buy
3,000
+125
+4% +$6.66K 0.1% 115
2021
Q4 		$163K Hold
2,875
– – 0.09% 119
2021
Q3 		$151K Buy
2,875
+30
+1% +$1.61K 0.1% 115
2021
Q2 		$153K Sell
2,845
-90
-3% -$4.86K 0.1% 114
2021
Q1 		$153K Hold
2,935
– – 0.11% 113
2020
Q4 		$135K Buy
2,935
+995
+51% +$41.9K 0.1% 121
2020
Q3 		$72K Hold
1,940
– – 0.07% 140
2020
Q2 		$69K Sell
1,940
-310
-14% -$10.3K 0.07% 147
2020
Q1 		$65K Buy
2,250
+150
+7% +$5.58K 0.07% 129
2019
Q4 		$86K Buy
+2,100
New +$83.2K 0.07% 147

Other funds holding IJH

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Steph & Co's IJH Position: Q3 2026 in Review

Steph & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.6% in Q3 2026, selling an estimated $12.6K and leaving 2,027 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #111.

Steph & Co first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. The position peaked at $169K in Q2 2026. 612 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Steph & Co held 2,027 shares of iShares Core S&P Mid-Cap ETF worth $146K as of Q3 2026.
  • Steph & Co sold 167 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $12.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Steph & Co's portfolio in Q3 2026, its #111 holding.
  • Steph & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's iShares Core S&P Mid-Cap ETF position peaked at $169K in Q2 2026.
  • 612 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.