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Worth Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Worth Asset Management’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 		$1.09M Buy
+15,112
New +$1.14M 0.32% 81
2022
Q3 		– Sell
-25
Closed -$1K – 507
2022
Q2 		$1K Sell
25
-445
-95% -$22K ﹤0.01% 495
2022
Q1 		$22K Buy
+470
New +$25K 0.01% 295

Other funds holding IJH

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

Worth Asset Management's IJH Position: Q3 2026 in Review

Worth Asset Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026: 15,112 shares worth $1.09M. The stake represents 0.32% of the portfolio and ranks #81 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in IJH as recently as Q2 2022.

Worth Asset Management first reported a position in IJH in Q1 2022 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Worth Asset Management held 15,112 shares of iShares Core S&P Mid-Cap ETF worth $1.09M as of Q3 2026.
  • iShares Core S&P Mid-Cap ETF was a new Worth Asset Management position in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.32% of Worth Asset Management's portfolio in Q3 2026, its #81 holding.
  • Worth Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.