Wedmont Private Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wedmont Private Capital’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	$18.9M	Buy	258,464 +148,623	+135%	+$11.2M	0.45%	36
2026 Q2	$8.31M	Buy	109,841 +2,193	+2%	+$161K	0.23%	61
2026 Q1	$7.59M	Buy	107,648 +3,629	+3%	+$252K	0.24%	60
2025 Q4	$7.1M	Buy	104,019 +5,710	+6%	+$374K	0.25%	55
2025 Q3	$6.4M	Sell	98,309 -2,475	-2%	-$159K	0.24%	56
2025 Q2	$6.41M	Buy	100,784 +729	+0.7%	+$42.8K	0.27%	52
2025 Q1	$5.44M	Buy	100,055 +25,256	+34%	+$1.57M	0.28%	54
2024 Q4	$4.63M	Buy	74,799 +2,612	+4%	+$168K	0.24%	57
2024 Q3	$4.46M	Buy	72,187 +722	+1%	+$43.5K	0.25%	55
2024 Q2	$4.32M	Buy	71,465 +2,581	+4%	+$152K	0.27%	52
2024 Q1	$4.13M	Buy	68,884 +234	+0.3%	+$13.2K	0.3%	47
2023 Q4	$3.76M	Sell	68,650 -3,625	-5%	-$184K	0.31%	49
2023 Q3	$3.57M	Buy	72,275 +2,005	+3%	+$105K	0.36%	45
2023 Q2	$3.75M	Buy	70,270 +220	+0.3%	+$10.9K	0.4%	40
2023 Q1	$3.46M	Sell	70,050 -635	-0.9%	-$32.4K	0.46%	37
2022 Q4	$3.51M	Buy	70,685 +42,335	+149%	+$2.05M	0.52%	30
2022 Q3	$1.24M	Buy	28,350 +4,515	+19%	+$218K	0.25%	65
2022 Q2	$1.08M	Sell	23,835 -25,730	-52%	-$1.27M	0.23%	70
2022 Q1	$2.67M	Buy	49,565 +35,075	+242%	+$1.87M	0.6%	31
2021 Q4	$806K	Buy	+14,490	New	+$807K	0.25%	71

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

AIM

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

AWE

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

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wedmont Private Capital's IJH Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 135% in Q3 2026, buying an estimated $11.2M and bringing the position to 258,464 shares worth $18.9M. The position accounts for 0.45% of the portfolio, ranked #36.

Wedmont Private Capital first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Wedmont Private Capital held 258,464 shares of iShares Core S&P Mid-Cap ETF worth $18.9M as of Q3 2026.
Wedmont Private Capital bought 148,623 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $11.2M.
iShares Core S&P Mid-Cap ETF made up 0.45% of Wedmont Private Capital's portfolio in Q3 2026, its #36 holding.
Wedmont Private Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.