Wealth Quarterback
IJH icon

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

Wealth Quarterback’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 		$578K Buy
8,040
+255
+3% +$19.2K 0.18% 85
2026
Q2 		$600K Sell
7,785
-130
-2% -$9.5K 0.19% 81
2026
Q1 		$535K Sell
7,915
-344
-4% -$23.9K 0.21% 80
2025
Q4 		$545K Sell
8,259
-1,452
-15% -$95.1K 0.2% 79
2025
Q3 		$634K Sell
9,711
-37
-0.4% -$2.38K 0.25% 73
2025
Q2 		$605K Sell
9,748
-8,091
-45% -$475K 0.29% 74
2025
Q1 		$1.04M Sell
17,839
-41,839
-70% -$2.6M 0.59% 40
2024
Q4 		$3.72M Sell
59,678
-50,180
-46% -$3.22M 1.75% 11
2024
Q3 		$6.85M Buy
109,858
+1,168
+1% +$70.4K 3.56% 7
2024
Q2 		$6.36M Sell
108,690
-6,758
-6% -$397K 3.61% 6
2024
Q1 		$7.01M Sell
115,448
-8,307
-7% -$470K 3.92% 7
2023
Q4 		$6.86M Buy
123,755
+48,245
+64% +$2.45M 4.19% 4
2023
Q3 		$3.77M Sell
75,510
-25,400
-25% -$1.33M 3.26% 8
2023
Q2 		$5.28M Sell
100,910
-3,600
-3% -$179K 3.66% 9
2023
Q1 		$5.23M Buy
104,510
+3,615
+4% +$184K 4.44% 3
2022
Q4 		$4.88M Buy
100,895
+2,300
+2% +$111K 4.05% 5
2022
Q3 		$4.32M Buy
98,595
+2,070
+2% +$100K 4.6% 5
2022
Q2 		$4.37M Buy
+96,525
New +$4.76M 3.4% 8
2021
Q3 		$1.25M Buy
26,370
+480
+2% +$25.8K 0.83% 23
2021
Q2 		$1.39M Buy
+25,890
New +$1.4M 0.85% 21
2020
Q4 		$2.74M Sell
59,645
-11,170
-16% -$471K 2.28% 10
2020
Q3 		$2.52M Hold
70,815
– – 2.31% 9
2020
Q2 		$2.52M Buy
70,815
+810
+1% +$26.9K 2.31% 9
2020
Q1 		$2.01M Buy
70,005
+29,215
+72% +$1.09M 1.84% 9
2019
Q4 		$1.68M Buy
+40,790
New +$1.62M 1.46% 16

Other funds holding IJH

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
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
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Wealth Quarterback's IJH Position: Q3 2026 in Review

Wealth Quarterback increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q3 2026, buying an estimated $19.2K and bringing the position to 8,040 shares worth $578K. The position accounts for 0.18% of the portfolio, ranked #85.

Wealth Quarterback first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.01M in Q1 2024. 973 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Wealth Quarterback held 8,040 shares of iShares Core S&P Mid-Cap ETF worth $578K as of Q3 2026.
  • Wealth Quarterback bought 255 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $19.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.18% of Wealth Quarterback's portfolio in Q3 2026, its #85 holding.
  • Wealth Quarterback first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's iShares Core S&P Mid-Cap ETF position peaked at $7.01M in Q1 2024.
  • 973 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

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