Sweeney & Michel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sweeney & Michel’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	$1.02M	Buy	14,224 +196	+1%	+$14.8K	0.27%	63
2026 Q2	$1.09M	Sell	14,028 -66	-0.5%	-$4.84K	0.29%	55
2026 Q1	$1M	Buy	14,094 +32	+0.2%	+$2.22K	0.3%	57
2025 Q4	$1.01M	Buy	14,062 +66	+0.5%	+$4.32K	0.3%	59
2025 Q3	$885K	Buy	13,996 +143	+1%	+$9.19K	0.3%	58
2025 Q2	$879K	Sell	13,853 -287	-2%	-$16.8K	0.31%	57
2025 Q1	$723K	Buy	+14,140	New	+$878K	0.32%	55
2024 Q3	$921K	Buy	14,413 +48	+0.3%	+$2.9K	0.36%	49
2024 Q2	$829K	Buy	14,365 +39	+0.3%	+$2.29K	0.35%	49
2024 Q1	$864K	Buy	+14,326	New	+$811K	0.38%	44
2023 Q3	$835K	Sell	17,175 -35	-0.2%	-$1.83K	0.44%	41
2023 Q2	$921K	Buy	17,210 +1,180	+7%	+$58.6K	0.47%	37
2023 Q1	$810K	Buy	+16,030	New	+$817K	0.43%	41

Other funds holding IJH

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Sweeney & Michel's IJH Position: Q3 2026 in Review

Sweeney & Michel increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q3 2026, buying an estimated $14.8K and bringing the position to 14,224 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #63.

Sweeney & Michel first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q2 2026. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Sweeney & Michel held 14,224 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q3 2026.
Sweeney & Michel bought 196 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $14.8K.
iShares Core S&P Mid-Cap ETF made up 0.27% of Sweeney & Michel's portfolio in Q3 2026, its #63 holding.
Sweeney & Michel first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Core S&P Mid-Cap ETF position peaked at $1.09M in Q2 2026.
2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.