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

Wealth Advisory Solutions’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	$28.6M	Sell	397,107 -1,041	-0.3%	-$78.6K	5.9%	3
2026 Q2	$30.7M	Sell	398,148 -17,884	-4%	-$1.31M	6.3%	2
2026 Q1	$28.1M	Sell	416,032 -8,165	-2%	-$566K	6.26%	2
2025 Q4	$28M	Sell	424,197 -494	-0.1%	-$32.4K	6.53%	2
2025 Q3	$27.7M	Buy	424,691 +2,013	+0.5%	+$129K	6.71%	2
2025 Q2	$26.2M	Buy	422,678 +4,778	+1%	+$280K	6.64%	2
2025 Q1	$24.4M	Sell	417,900 -19,048	-4%	-$1.18M	6.45%	2
2024 Q4	$27.2M	Sell	436,948 -2,010	-0.5%	-$129K	7.63%	2
2024 Q3	$27.4M	Sell	438,958 -35,367	-7%	-$2.13M	7.53%	2
2024 Q2	$27.8M	Sell	474,325 -525	-0.1%	-$30.8K	7.52%	2
2024 Q1	$28.8M	Buy	474,850 +56,180	+13%	+$3.18M	7.47%	2
2023 Q4	$23.2M	Sell	418,670 -453,090	-52%	-$23M	8.1%	2
2023 Q3	$45.8M	Buy	871,760 +413,870	+90%	+$21.7M	8.97%	2
2023 Q2	$23.9M	Sell	457,890 -4,140	-0.9%	-$206K	6.37%	3
2023 Q1	$23.1M	Sell	462,030 -89,290	-16%	-$4.55M	6.14%	3
2022 Q4	$26.7M	Sell	551,320 -14,170	-3%	-$685K	7.16%	1
2022 Q3	$24.8M	Sell	565,490 -3,990	-0.7%	-$193K	6.85%	1
2022 Q2	$25.8M	Sell	569,480 -70,110	-11%	-$3.46M	6.34%	2
2022 Q1	$34.3M	Buy	+639,590	New	+$34.1M	7.14%	2
2021 Q3	$34.2M	Buy	650,670 +85,950	+15%	+$4.62M	7.61%	1
2021 Q2	$30.4M	Buy	564,720 +3,465	+0.6%	+$187K	7.2%	1
2021 Q1	$29M	Sell	561,255 -44,110	-7%	-$2.2M	6.03%	1
2020 Q4	$27.8M	Buy	605,365 +3,530	+0.6%	+$149K	7.55%	1
2020 Q3	$22.3M	Sell	601,835 -41,530	-6%	-$1.55M	5.92%	2
2020 Q2	$22.9M	Buy	643,365 +22,660	+4%	+$752K	6.37%	1
2020 Q1	$17.9M	Buy	620,705 +38,815	+7%	+$1.44M	6.06%	2
2019 Q4	$24M	Buy	+581,890	New	+$23.1M	6.31%	2

Other funds holding IJH

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Wealth Advisory Solutions's IJH Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.26% in Q3 2026, selling an estimated $78.6K and leaving 397,107 shares worth $28.6M. The position accounts for 5.9% of the portfolio, ranked #3.

Wealth Advisory Solutions first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $45.8M in Q3 2023. 931 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Wealth Advisory Solutions held 397,107 shares of iShares Core S&P Mid-Cap ETF worth $28.6M as of Q3 2026.
Wealth Advisory Solutions sold 1,041 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $78.6K.
iShares Core S&P Mid-Cap ETF made up 5.9% of Wealth Advisory Solutions's portfolio in Q3 2026, its #3 holding.
Wealth Advisory Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Wealth Advisory Solutions's iShares Core S&P Mid-Cap ETF position peaked at $45.8M in Q3 2023.
931 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.