Weaver Consulting Group
IJH icon

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

Weaver Consulting 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 		$1.95M Buy
27,096
+10,986
+68% +$829K 0.38% 63
2026
Q2 		$1.24M Buy
16,110
+176
+1% +$12.9K 0.25% 82
2026
Q1 		$1.08M Buy
15,934
+1
+0% +$69 0.26% 84
2025
Q4 		$1.05M Buy
15,933
+1
+0% +$66 0.26% 81
2025
Q3 		$1.04M Sell
15,932
-98
-0.6% -$6.3K 0.26% 73
2025
Q2 		$994K Sell
16,030
-90
-0.6% -$5.28K 0.28% 68
2025
Q1 		$941K Sell
16,120
-249
-2% -$15.5K 0.28% 69
2024
Q4 		$1.02M Buy
16,369
+287
+2% +$18.4K 0.31% 64
2024
Q3 		$1M Sell
16,082
-49
-0.3% -$2.96K 0.32% 64
2024
Q2 		$944K Sell
16,131
-45
-0.3% -$2.64K 0.33% 65
2024
Q1 		$983K Buy
16,176
+2,181
+16% +$123K 0.36% 61
2023
Q4 		$776K Buy
13,995
+5
+0% +$254 0.32% 64
2023
Q3 		$698K Sell
13,990
-50
-0.4% -$2.62K 0.32% 62
2023
Q2 		$734K Sell
14,040
-385
-3% -$19.1K 0.32% 58
2023
Q1 		$722K Sell
14,425
-460
-3% -$23.4K 0.33% 61
2022
Q4 		$720K Hold
14,885
– – 0.37% 57
2022
Q3 		$653K Hold
14,885
– – 0.37% 58
2022
Q2 		$673K Sell
14,885
-3,740
-20% -$185K 0.38% 54
2022
Q1 		$999K Buy
18,625
+1,100
+6% +$58.6K 0.48% 39
2021
Q4 		$992K Buy
17,525
+100
+0.6% +$5.57K 0.48% 41
2021
Q3 		$917K Buy
17,425
+1,070
+7% +$57.6K 0.5% 40
2021
Q2 		$879K Buy
16,355
+6,875
+73% +$371K 0.5% 39
2021
Q1 		$493K Buy
9,480
+1,390
+17% +$69.4K 0.3% 62
2020
Q4 		$372K Buy
8,090
+415
+5% +$17.5K 0.23% 82
2020
Q3 		$285K Hold
7,675
– – 0.16% 89
2020
Q2 		$273K Hold
7,675
– – 0.16% 90
2020
Q1 		$221K Sell
7,675
-300
-4% -$11.2K 0.14% 95
2019
Q4 		$308K Sell
7,975
-350
-4% -$13.9K 0.16% 81
2019
Q3 		$331K Hold
8,325
– – 0.18% 72
2019
Q2 		$323K Sell
8,325
-250
-3% -$9.6K 0.18% 71
2019
Q1 		$327K Buy
+8,575
New +$317K 0.09% 156

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

Weaver Consulting Group's IJH Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 68% in Q3 2026, buying an estimated $829K and bringing the position to 27,096 shares worth $1.95M. The position accounts for 0.38% of the portfolio, ranked #63.

Weaver Consulting Group first reported a position in IJH in Q1 2019 and has held it in 31 quarters since. 960 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Weaver Consulting Group held 27,096 shares of iShares Core S&P Mid-Cap ETF worth $1.95M as of Q3 2026.
  • Weaver Consulting Group bought 10,986 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $829K.
  • iShares Core S&P Mid-Cap ETF made up 0.38% of Weaver Consulting Group's portfolio in Q3 2026, its #63 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.