Values Added Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Values Added Financial’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	$425K	Hold	5,911	–	–	0.15%	89
2026 Q2	$456K	Hold	5,911	–	–	0.16%	88
2026 Q1	$399K	Hold	5,911	–	–	0.17%	85
2025 Q4	$390K	Hold	5,911	–	–	0.16%	85
2025 Q3	$386K	Sell	5,911 -825	-12%	-$53K	0.17%	83
2025 Q2	$418K	Hold	6,736	–	–	0.2%	79
2025 Q1	$393K	Sell	6,736 -665	-9%	-$41.3K	0.22%	79
2024 Q4	$461K	Hold	7,401	–	–	0.27%	69
2024 Q3	$461K	Hold	7,401	–	–	0.29%	60
2024 Q2	$433K	Buy	7,401 +825	+13%	+$48.5K	0.31%	58
2024 Q1	$399K	Buy	6,576 +1	+0%	+$57	0.31%	57
2023 Q4	$364K	Buy	+6,575	New	+$333K	0.3%	59

Other funds holding IJH

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Values Added Financial's IJH Position: Q3 2026 in Review

Values Added Financial held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 5,911 shares worth $425K. The position accounts for 0.15% of the portfolio, ranked #89.

Values Added Financial first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $461K in Q3 2024. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Values Added Financial held 5,911 shares of iShares Core S&P Mid-Cap ETF worth $425K as of Q3 2026.
Values Added Financial left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.15% of Values Added Financial's portfolio in Q3 2026, its #89 holding.
Values Added Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Values Added Financial's iShares Core S&P Mid-Cap ETF position peaked at $461K in Q3 2024.
1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.