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

Welch 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	$541K	Buy	7,525 +1,982	+36%	+$150K	0.02%	185
2026 Q2	$427K	Sell	5,543 -363	-6%	-$26.6K	0.01%	210
2026 Q1	$399K	Hold	5,906	–	–	0.02%	206
2025 Q4	$390K	Sell	5,906 -1,398	-19%	-$91.6K	0.02%	210
2025 Q3	$477K	Buy	7,304 +406	+6%	+$26.1K	0.02%	171
2025 Q2	$428K	Buy	6,898 +1,385	+25%	+$81.3K	0.02%	173
2025 Q1	$321K	Buy	5,513 +604	+12%	+$37.5K	0.01%	193
2024 Q4	$305K	Hold	4,909	–	–	0.01%	205
2024 Q3	$306K	Buy	4,909 +6	+0.1%	+$362	0.01%	203
2024 Q2	$287K	Sell	4,903 -557	-10%	-$32.7K	0.01%	198
2024 Q1	$332K	Buy	5,460 +505	+10%	+$28.6K	0.02%	167
2023 Q4	$275K	Sell	4,955 -350	-7%	-$17.8K	0.01%	185
2023 Q3	$265K	Sell	5,305 -1,910	-26%	-$100K	0.02%	170
2023 Q2	$377K	Sell	7,215 -130	-2%	-$6.46K	0.02%	135
2023 Q1	$367K	Sell	7,345 -25	-0.3%	-$1.27K	0.02%	140
2022 Q4	$357K	Buy	+7,370	New	+$356K	0.02%	141
2022 Q3	–	Sell	-7,300	Closed	-$330K	–	190
2022 Q2	$330K	Buy	7,300 +3,140	+75%	+$155K	0.02%	135
2022 Q1	$223K	Hold	4,160	–	–	0.01%	194
2021 Q4	$236K	Hold	4,160	–	–	0.01%	192
2021 Q3	$219K	Sell	4,160 -290	-7%	-$15.6K	0.01%	172
2021 Q2	$239K	Sell	4,450 -165	-4%	-$8.91K	0.02%	165
2021 Q1	$240K	Hold	4,615	–	–	0.02%	163
2020 Q4	$212K	Buy	+4,615	New	+$194K	0.02%	137

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

Welch Group's IJH Position: Q3 2026 in Review

Welch Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q3 2026, buying an estimated $150K and bringing the position to 7,525 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #185.

Welch Group first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 1,296 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Welch Group held 7,525 shares of iShares Core S&P Mid-Cap ETF worth $541K as of Q3 2026.
Welch Group bought 1,982 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $150K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Welch Group's portfolio in Q3 2026, its #185 holding.
Welch Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,296 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.