T
IJH icon

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

TrueFG’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 		$62.1M Buy
862,438
+18,373
+2% +$1.39M 14.43% 2
2026
Q2 		$65.1M Buy
844,065
+13,294
+2% +$975K 15.2% 2
2026
Q1 		$56.1M Buy
830,771
+563
+0.1% +$39.1K 14.87% 2
2025
Q4 		$54.8M Buy
830,208
+12,122
+1% +$794K 14.7% 2
2025
Q3 		$53.4M Buy
818,086
+12,847
+2% +$826K 14.75% 2
2025
Q2 		$49.9M Buy
805,239
+22,245
+3% +$1.31M 14.84% 2
2025
Q1 		$45.7M Buy
782,994
+31,982
+4% +$1.99M 15.04% 2
2024
Q4 		$46.8M Buy
751,012
+6,974
+0.9% +$447K 15.28% 2
2024
Q3 		$46.4M Buy
744,038
+24,573
+3% +$1.48M 15.15% 2
2024
Q2 		$42.1M Buy
719,465
+9,360
+1% +$550K 15.21% 2
2024
Q1 		$43.1M Buy
710,105
+3,080
+0.4% +$174K 15.81% 2
2023
Q4 		$39.2M Sell
707,025
-29,955
-4% -$1.52M 15.51% 2
2023
Q3 		$36.8M Buy
736,980
+23,425
+3% +$1.23M 15.9% 2
2023
Q2 		$37.3M Buy
713,555
+13,795
+2% +$686K 16.04% 2
2023
Q1 		$35M Buy
699,760
+8,445
+1% +$430K 15.8% 2
2022
Q4 		$33.4M Buy
691,315
+10,685
+2% +$516K 15.94% 2
2022
Q3 		$29.8M Buy
680,630
+12,980
+2% +$628K 15.82% 1
2022
Q2 		$30.2M Buy
667,650
+15,660
+2% +$773K 15.44% 2
2022
Q1 		$35M Buy
651,990
+16,690
+3% +$889K 15.89% 1
2021
Q4 		$36M Buy
635,300
+8,765
+1% +$488K 15.87% 1
2021
Q3 		$34.9M Buy
626,535
+36,865
+6% +$1.98M 15.83% 1
2021
Q2 		$31.7M Buy
589,670
+8,025
+1% +$433K 16.11% 1
2021
Q1 		$30.3M Sell
581,645
-6,915
-1% -$345K 16.48% 1
2020
Q4 		$27.1M Sell
588,560
-8,535
-1% -$360K 16.2% 1
2020
Q3 		$22.1M Buy
597,095
+8,335
+1% +$312K 15.39% 2
2020
Q2 		$20.9M Sell
588,760
-10,460
-2% -$347K 15.8% 2
2020
Q1 		$17.2M Buy
599,220
+96,070
+19% +$3.57M 15.58% 2
2019
Q4 		$20.7M Buy
+503,150
New +$19.9M 15.7% 1

Other funds holding IJH

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

TrueFG's IJH Position: Q3 2026 in Review

TrueFG increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q3 2026, buying an estimated $1.39M and bringing the position to 862,438 shares worth $62.1M. The position accounts for 14.43% of the portfolio, ranked #2.

TrueFG first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. The position peaked at $65.1M in Q2 2026. 612 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • TrueFG held 862,438 shares of iShares Core S&P Mid-Cap ETF worth $62.1M as of Q3 2026.
  • TrueFG bought 18,373 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $1.39M.
  • iShares Core S&P Mid-Cap ETF made up 14.43% of TrueFG's portfolio in Q3 2026, its #2 holding.
  • TrueFG first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • TrueFG's iShares Core S&P Mid-Cap ETF position peaked at $65.1M in Q2 2026.
  • 612 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

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