Unique Wealth
IJH icon

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

Unique Wealth’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 		$247K Buy
+3,432
New +$259K 0.03% 193
2023
Q1 		– Sell
-4,970
Closed -$240K – 65
2022
Q4 		$240K Buy
+4,970
New +$240K 0.13% 50

Other funds holding IJH

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Unique Wealth's IJH Position: Q3 2026 in Review

Unique Wealth opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 3,432 shares worth $247K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings. This is a return to the name: Unique Wealth previously reported a position in IJH as recently as Q4 2022.

Unique Wealth first reported a position in IJH in Q4 2022 and has held it in 2 quarters since. 1,295 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Unique Wealth held 3,432 shares of iShares Core S&P Mid-Cap ETF worth $247K as of Q3 2026.
  • iShares Core S&P Mid-Cap ETF was a new Unique Wealth position in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #193 holding.
  • Unique Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.