Third View Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.16M Buy
16,132
+3,769
+30% +$284K 0.14% 115
2026
Q2
$953K Sell
12,363
-2,802
-18% -$206K 0.12% 138
2026
Q1
$1.02M Sell
15,165
-1,821
-11% -$126K 0.14% 121
2025
Q4
$1.12M Buy
+16,986
New +$1.11M 0.15% 122

Other funds holding IJH

Third View Private Wealth's IJH Position: Q3 2026 in Review

Third View Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q3 2026, buying an estimated $284K and bringing the position to 16,132 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #115.

Third View Private Wealth first reported a position in IJH in Q4 2025 and has held it in 4 quarters since. 1,778 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Third View Private Wealth held 16,132 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q3 2026.
  • Third View Private Wealth bought 3,769 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $284K.
  • iShares Core S&P Mid-Cap ETF made up 0.14% of Third View Private Wealth's portfolio in Q3 2026, its #115 holding.
  • Third View Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,778 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.