Strategy Asset Managers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Strategy Asset Managers’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	$250K	Buy	3,480 +3	+0.1%	+$226	0.04%	232
2026 Q2	$268K	Sell	3,477 -568	-14%	-$41.7K	0.04%	236
2026 Q1	$273K	Hold	4,045	–	–	0.04%	229
2025 Q4	$267K	Buy	4,045 +245	+6%	+$16K	0.04%	226
2025 Q3	$248K	Buy	3,800 +82	+2%	+$5.27K	0.04%	227
2025 Q2	$231K	Sell	3,718 -477	-11%	-$28K	0.04%	225
2025 Q1	$245K	Sell	4,195 -1,033	-20%	-$64.2K	0.05%	224
2024 Q4	$326K	Sell	5,228 -330	-6%	-$21.2K	0.06%	195
2024 Q3	$346K	Buy	5,558 +4,472	+412%	+$270K	0.07%	194
2024 Q2	$284K	Sell	1,086 -4,378	-80%	-$257K	0.06%	191
2024 Q1	$332K	Buy	5,464 +24	+0.4%	+$1.36K	0.07%	171
2023 Q4	$302K	Buy	5,440 +10	+0.2%	+$507	0.07%	176
2023 Q3	$271K	Hold	5,430	–	–	0.07%	174
2023 Q2	$284K	Buy	5,430 +5	+0.1%	+$248	0.06%	191
2023 Q1	$271K	Sell	5,425 -585	-10%	-$29.8K	0.07%	190
2022 Q4	$291K	Buy	6,010 +10	+0.2%	+$483	0.07%	184
2022 Q3	$263K	Buy	+6,000	New	+$290K	0.07%	197
2022 Q2	–	Sell	-7,415	Closed	-$398K	–	207
2022 Q1	$398K	Buy	+7,415	New	+$395K	0.09%	168
2021 Q4	–	Sell	-8,280	Closed	-$436K	–	209
2021 Q3	$436K	Hold	8,280	–	–	0.1%	162
2021 Q2	$445K	Buy	8,280 +15	+0.2%	+$810	0.09%	160
2021 Q1	$430K	Sell	8,265 -1,045	-11%	-$52.2K	0.1%	150
2020 Q4	$428K	Sell	9,310 -4,370	-32%	-$184K	0.1%	150
2020 Q3	$507K	Sell	13,680 -45	-0.3%	-$1.68K	0.13%	132
2020 Q2	$488K	Sell	13,725 -1,635	-11%	-$54.3K	0.13%	127
2020 Q1	$442K	Sell	15,360 -19,290	-56%	-$717K	0.14%	118
2019 Q4	$1.43M	Buy	+34,650	New	+$1.37M	0.35%	51

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

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

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

Strategy Asset Managers's IJH Position: Q3 2026 in Review

Strategy Asset Managers increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q3 2026, buying an estimated $226 and bringing the position to 3,480 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #232.

Strategy Asset Managers first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.43M in Q4 2019. 930 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Strategy Asset Managers held 3,480 shares of iShares Core S&P Mid-Cap ETF worth $250K as of Q3 2026.
Strategy Asset Managers bought 3 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $226.
iShares Core S&P Mid-Cap ETF made up 0.04% of Strategy Asset Managers's portfolio in Q3 2026, its #232 holding.
Strategy Asset Managers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Strategy Asset Managers's iShares Core S&P Mid-Cap ETF position peaked at $1.43M in Q4 2019.
930 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.