James T. Borello RIA’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

James T. Borello RIA’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	$234K	Sell	3,258 -117	-3%	-$8.83K	0.05%	104
2026 Q2	$260K	Sell	3,375 -309	-8%	-$22.7K	0.06%	97
2026 Q1	$249K	Hold	3,684	–	–	0.06%	95
2025 Q4	$243K	Sell	3,684 -198	-5%	-$13K	0.06%	90
2025 Q3	$253K	Hold	3,882	–	–	0.07%	83
2025 Q2	$241K	Sell	3,882 -1,140	-23%	-$66.9K	0.07%	77
2025 Q1	$293K	Hold	5,022	–	–	0.09%	66
2024 Q4	$313K	Hold	5,022	–	–	0.12%	63
2024 Q3	$313K	Sell	5,022 -215	-4%	-$13K	0.13%	59
2024 Q2	$306K	Hold	5,237	–	–	0.14%	57
2024 Q1	$318K	Sell	5,237 -463	-8%	-$26.2K	0.14%	55
2023 Q4	$316K	Buy	+5,700	New	+$289K	0.26%	42

Other funds holding IJH

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

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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

James T. Borello RIA's IJH Position: Q3 2026 in Review

James T. Borello RIA reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q3 2026, selling an estimated $8.83K and leaving 3,258 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #104.

James T. Borello RIA first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $318K in Q1 2024. 941 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

James T. Borello RIA held 3,258 shares of iShares Core S&P Mid-Cap ETF worth $234K as of Q3 2026.
James T. Borello RIA sold 117 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $8.83K.
iShares Core S&P Mid-Cap ETF made up 0.05% of James T. Borello RIA's portfolio in Q3 2026, its #104 holding.
James T. Borello RIA first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's iShares Core S&P Mid-Cap ETF position peaked at $318K in Q1 2024.
941 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.