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

Stolper & 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	–	Sell	-2,802	Closed	-$216K	–	91
2026 Q2	$216K	Buy	+2,802	New	+$206K	0.06%	90
2022 Q2	–	Sell	-4,105	Closed	-$220K	–	85
2022 Q1	$220K	Hold	4,105	–	–	0.09%	82
2021 Q4	$232K	Hold	4,105	–	–	0.1%	82
2021 Q3	$216K	Sell	4,105 -45	-1%	-$2.42K	0.1%	84
2021 Q2	$223K	Sell	4,150 -65	-2%	-$3.51K	0.11%	87
2021 Q1	$219K	Buy	+4,215	New	+$210K	0.11%	85

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 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

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

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

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Stolper & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026, closing a stake of 2,802 shares — an estimated $216K sold.

Stolper & Co first reported a position in IJH in Q1 2021 and held it in 6 quarters. The position peaked at $232K in Q4 2021. 829 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Stolper & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Stolper & Co sold 2,802 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $216K.
Stolper & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 6 quarters.
Stolper & Co's iShares Core S&P Mid-Cap ETF position peaked at $232K in Q4 2021.
829 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

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