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

Whitaker-Myers Wealth Managers’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	$341K	Sell	4,739 -497	-9%	-$37.5K	0.06%	97
2026 Q2	$404K	Sell	5,236 -116	-2%	-$8.51K	0.07%	94
2026 Q1	$361K	Sell	5,352 -50	-0.9%	-$3.47K	0.07%	93
2025 Q4	$357K	Sell	5,402 -452	-8%	-$29.6K	0.07%	97
2025 Q3	$382K	Sell	5,854 -3,083	-34%	-$198K	0.08%	95
2025 Q2	$554K	Sell	8,937 -1,758	-16%	-$103K	0.14%	74
2025 Q1	$624K	Sell	10,695 -3,600	-25%	-$224K	0.18%	55
2024 Q4	$891K	Buy	14,295 +1,044	+8%	+$67K	0.26%	42
2024 Q3	$826K	Sell	13,251 -451	-3%	-$27.2K	0.27%	45
2024 Q2	$802K	Sell	13,702 -2,024	-13%	-$119K	0.3%	45
2024 Q1	$955K	Sell	15,726 -684	-4%	-$38.7K	0.4%	43
2023 Q4	$910K	Sell	16,410 -3,300	-17%	-$167K	0.45%	35
2023 Q3	$983K	Sell	19,710 -9,060	-31%	-$475K	0.61%	33
2023 Q2	$1.5M	Sell	28,770 -3,160	-10%	-$157K	1.01%	23
2023 Q1	$1.6M	Sell	31,930 -12,570	-28%	-$640K	1.24%	21
2022 Q4	$2.15M	Buy	+44,500	New	+$2.15M	2.06%	13

Other funds holding IJH

VFA

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return

BSB

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

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IJH Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.5% in Q3 2026, selling an estimated $37.5K and leaving 4,739 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #97.

Whitaker-Myers Wealth Managers first reported a position in IJH in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.15M in Q4 2022. 314 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Whitaker-Myers Wealth Managers held 4,739 shares of iShares Core S&P Mid-Cap ETF worth $341K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 497 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $37.5K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #97 holding.
Whitaker-Myers Wealth Managers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's iShares Core S&P Mid-Cap ETF position peaked at $2.15M in Q4 2022.
314 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.