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

Summit Asset Management’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	$336K	Sell	4,671 -166	-3%	-$12.5K	0.04%	143
2026 Q2	$373K	Sell	4,837 -431	-8%	-$31.6K	0.05%	140
2026 Q1	$356K	Buy	5,268 +750	+17%	+$52K	0.05%	134
2025 Q4	$298K	Sell	4,518 -6,436	-59%	-$422K	0.04%	142
2025 Q3	$715K	Sell	10,954 -10	-0.1%	-$643	0.11%	88
2025 Q2	$680K	Sell	10,964 -52	-0.5%	-$3.05K	0.11%	87
2025 Q1	$643K	Sell	11,016 -422	-4%	-$26.2K	0.11%	88
2024 Q4	$713K	Sell	11,438 -217	-2%	-$13.9K	0.13%	82
2024 Q3	$726K	Hold	11,655	–	–	0.14%	80
2024 Q2	$682K	Buy	11,655 +575	+5%	+$33.8K	0.14%	78
2024 Q1	$673K	Hold	11,080	–	–	0.14%	73
2023 Q4	$614K	Hold	11,080	–	–	0.15%	74
2023 Q3	$553K	Hold	11,080	–	–	0.15%	77
2023 Q2	$579K	Buy	11,080 +310	+3%	+$15.4K	0.15%	74
2023 Q1	$539K	Sell	10,770 -710	-6%	-$36.2K	0.15%	76
2022 Q4	$555K	Buy	11,480 +3,100	+37%	+$150K	0.16%	74
2022 Q3	$367K	Hold	8,380	–	–	0.12%	94
2022 Q2	$379K	Hold	8,380	–	–	0.12%	101
2022 Q1	$450K	Hold	8,380	–	–	0.13%	93
2021 Q4	$474K	Hold	8,380	–	–	0.13%	93
2021 Q3	$441K	Hold	8,380	–	–	0.14%	87
2021 Q2	$450K	Hold	8,380	–	–	0.14%	82
2021 Q1	$436K	Hold	8,380	–	–	0.15%	82
2020 Q4	$385K	Hold	8,380	–	–	0.14%	92
2020 Q3	$311K	Sell	8,380 -935	-10%	-$35K	0.13%	94
2020 Q2	$331K	Hold	9,315	–	–	0.15%	82
2020 Q1	$268K	Hold	9,315	–	–	0.14%	85
2019 Q4	$383K	Hold	9,315	–	–	0.16%	72
2019 Q3	$360K	Hold	9,315	–	–	0.17%	70
2019 Q2	$362K	Hold	9,315	–	–	0.17%	69
2019 Q1	$353K	Hold	9,315	–	–	0.17%	68
2018 Q4	$309K	Sell	9,315 -145	-2%	-$5.29K	0.17%	70
2018 Q3	$381K	Hold	9,460	–	–	0.18%	67
2018 Q2	$369K	Hold	9,460	–	–	0.18%	68
2018 Q1	$355K	Buy	+9,460	New	+$362K	0.17%	68

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Summit Asset Management's IJH Position: Q3 2026 in Review

Summit Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q3 2026, selling an estimated $12.5K and leaving 4,671 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #143.

Summit Asset Management first reported a position in IJH in Q1 2018 and has held it in 35 quarters since. The position peaked at $726K in Q3 2024. 1,778 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Summit Asset Management held 4,671 shares of iShares Core S&P Mid-Cap ETF worth $336K as of Q3 2026.
Summit Asset Management sold 166 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $12.5K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Summit Asset Management's portfolio in Q3 2026, its #143 holding.
Summit Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 35 quarters since.
Summit Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $726K in Q3 2024.
1,778 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.