AWM Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

AWM Capital’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	$3.97M	Buy	55,243 +163	+0.3%	+$12.3K	0.28%	31
2026 Q2	$4.25M	Buy	55,080 +71	+0.1%	+$5.21K	0.34%	27
2026 Q1	$3.71M	Buy	55,009 +25,005	+83%	+$1.73M	0.34%	27
2025 Q4	$1.98M	Buy	30,004 +28	+0.1%	+$1.83K	0.18%	37
2025 Q3	$1.96M	Hold	29,976	–	–	0.18%	37
2025 Q2	$1.86M	Hold	29,976	–	–	0.2%	36
2025 Q1	$1.75M	Buy	29,976 +1,870	+7%	+$116K	0.2%	35
2024 Q4	$1.75M	Sell	28,106 -4	-0%	-$257	0.21%	34
2024 Q3	$1.75M	Buy	28,110 +4,750	+20%	+$286K	0.21%	34
2024 Q2	$1.37M	Hold	23,360	–	–	0.21%	36
2024 Q1	$1.42M	Buy	23,360 +15,700	+205%	+$889K	0.24%	36
2023 Q4	$425K	Hold	7,660	–	–	0.08%	60
2023 Q3	$382K	Hold	7,660	–	–	0.08%	61
2023 Q2	$401K	Hold	7,660	–	–	0.1%	52
2023 Q1	$383K	Buy	+7,660	New	+$390K	0.11%	55

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AWM Capital's IJH Position: Q3 2026 in Review

AWM Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.3% in Q3 2026, buying an estimated $12.3K and bringing the position to 55,243 shares worth $3.97M. The position accounts for 0.28% of the portfolio, ranked #31.

AWM Capital first reported a position in IJH in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.25M in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

AWM Capital held 55,243 shares of iShares Core S&P Mid-Cap ETF worth $3.97M as of Q3 2026.
AWM Capital bought 163 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $12.3K.
iShares Core S&P Mid-Cap ETF made up 0.28% of AWM Capital's portfolio in Q3 2026, its #31 holding.
AWM Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
AWM Capital's iShares Core S&P Mid-Cap ETF position peaked at $4.25M in Q2 2026.
2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.