Tepp RIA’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tepp RIA’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	$1.74M	Buy	24,227 +1,553	+7%	+$117K	1.2%	17
2026 Q2	$1.75M	Sell	22,674 -2,488	-10%	-$183K	1.19%	17
2026 Q1	$1.7M	Buy	25,162 +3,253	+15%	+$226K	1.33%	16
2025 Q4	$1.45M	Sell	21,909 -336	-2%	-$22K	1.43%	12
2025 Q3	$1.45M	Sell	22,245 -1,197	-5%	-$76.9K	1.65%	8
2025 Q2	$1.45M	Sell	23,442 -8,411	-26%	-$494K	1.88%	7
2025 Q1	$1.86M	Sell	31,853 -2,934	-8%	-$182K	2.52%	8
2024 Q4	$2.17M	Buy	+34,787	New	+$2.23M	3.21%	5

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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

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

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Tepp RIA's IJH Position: Q3 2026 in Review

Tepp RIA increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q3 2026, buying an estimated $117K and bringing the position to 24,227 shares worth $1.74M. The position accounts for 1.2% of the portfolio, ranked #17.

Tepp RIA first reported a position in IJH in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.17M in Q4 2024. 623 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Tepp RIA held 24,227 shares of iShares Core S&P Mid-Cap ETF worth $1.74M as of Q3 2026.
Tepp RIA bought 1,553 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $117K.
iShares Core S&P Mid-Cap ETF made up 1.2% of Tepp RIA's portfolio in Q3 2026, its #17 holding.
Tepp RIA first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Tepp RIA's iShares Core S&P Mid-Cap ETF position peaked at $2.17M in Q4 2024.
623 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.