Y-Intercept (HK)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Y-Intercept (HK)’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	–	Sell	-47,976	Closed	-$3.7M	–	1807
2026 Q2	$3.7M	Buy	47,976 +36,771	+328%	+$2.7M	0.07%	387
2026 Q1	$757K	Buy	11,205 +5,408	+93%	+$375K	0.01%	1131
2025 Q4	$383K	Buy	+5,797	New	+$380K	0.01%	1312
2025 Q2	–	Sell	-5,441	Closed	-$317K	–	1801
2025 Q1	$317K	Buy	+5,441	New	+$338K	0.02%	887
2024 Q4	–	Sell	-24,309	Closed	-$1.51M	–	1409
2024 Q3	$1.51M	Buy	+24,309	New	+$1.47M	0.09%	289
2023 Q4	–	Sell	-5,280	Closed	-$263K	–	1418
2023 Q3	$263K	Buy	+5,280	New	+$277K	0.03%	813

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Y-Intercept (HK)'s IJH Position: Q3 2026 in Review

Y-Intercept (HK) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026, closing a stake of 47,976 shares — an estimated $3.7M sold.

Y-Intercept (HK) first reported a position in IJH in Q3 2023 and held it in 6 quarters. The position peaked at $3.7M in Q2 2026. 1,372 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Y-Intercept (HK) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 47,976 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $3.7M.
Y-Intercept (HK) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 6 quarters.
Y-Intercept (HK)'s iShares Core S&P Mid-Cap ETF position peaked at $3.7M in Q2 2026.
1,372 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.