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

United Advisor 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	$1.22M	Buy	16,897 +210	+1%	+$15.8K	0.12%	192
2026 Q2	$1.29M	Buy	16,687 +1,621	+11%	+$119K	0.14%	175
2026 Q1	$1.02M	Buy	15,066 +5,251	+53%	+$364K	0.13%	187
2025 Q4	$648K	Sell	9,815 -674	-6%	-$44.2K	0.08%	242
2025 Q3	$685K	Buy	10,489 +715	+7%	+$45.9K	0.09%	219
2025 Q2	$606K	Buy	9,774 +4	+0%	+$235	0.1%	194
2025 Q1	$570K	Sell	9,770 -137	-1%	-$8.51K	0.12%	169
2024 Q4	$617K	Sell	9,907 -474	-5%	-$30.4K	0.12%	172
2024 Q3	$647K	Buy	10,381 +4,442	+75%	+$268K	0.15%	148
2024 Q2	$348K	Buy	5,939 +2,529	+74%	+$149K	0.11%	181
2024 Q1	$207K	Buy	+3,410	New	+$193K	0.08%	205

Other funds holding IJH

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

United Advisor Group's IJH Position: Q3 2026 in Review

United Advisor Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q3 2026, buying an estimated $15.8K and bringing the position to 16,897 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #192.

United Advisor Group first reported a position in IJH in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.29M in Q2 2026. 1,778 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

United Advisor Group held 16,897 shares of iShares Core S&P Mid-Cap ETF worth $1.22M as of Q3 2026.
United Advisor Group bought 210 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $15.8K.
iShares Core S&P Mid-Cap ETF made up 0.12% of United Advisor Group's portfolio in Q3 2026, its #192 holding.
United Advisor Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's iShares Core S&P Mid-Cap ETF position peaked at $1.29M in Q2 2026.
1,778 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.