The Wealth Group
IJH icon

The Wealth Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

The Wealth Group’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 		$2.82M Sell
38,413
-499
-1% -$37.7K 0.52% 23
2026
Q2 		$3M Sell
38,912
-172
-0.4% -$12.6K 0.57% 19
2026
Q1 		$2.64M Sell
39,084
-1,950
-5% -$135K 0.6% 21
2025
Q4 		$2.71M Sell
41,034
-239
-0.6% -$15.7K 0.61% 20
2025
Q3 		$2.69M Sell
41,273
-2,659
-6% -$171K 0.62% 21
2025
Q2 		$2.72M Sell
43,932
-2,833
-6% -$166K 0.69% 20
2025
Q1 		$2.73M Sell
46,765
-3,562
-7% -$221K 0.8% 17
2024
Q4 		$3.14M Sell
50,327
-1,920
-4% -$123K 0.91% 13
2024
Q3 		$3.26M Sell
52,247
-538
-1% -$32.4K 0.95% 13
2024
Q2 		$3.09M Buy
52,785
+160
+0.3% +$9.4K 0.93% 13
2024
Q1 		$3.15M Sell
52,625
-3,175
-6% -$180K 0.97% 12
2023
Q4 		$3.06M Buy
+55,800
New +$2.83M 1.01% 12

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

The Wealth Group's IJH Position: Q3 2026 in Review

The Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q3 2026, selling an estimated $37.7K and leaving 38,413 shares worth $2.82M. The position accounts for 0.52% of the portfolio, ranked #23.

The Wealth Group first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.26M in Q3 2024. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • The Wealth Group held 38,413 shares of iShares Core S&P Mid-Cap ETF worth $2.82M as of Q3 2026.
  • The Wealth Group sold 499 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $37.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.52% of The Wealth Group's portfolio in Q3 2026, its #23 holding.
  • The Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $3.26M in Q3 2024.
  • 2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.