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 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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AWM Capital's IJH Position: Q2 2026 in Review

AWM Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q2 2026, buying an estimated $5.21K and bringing the position to 55,080 shares worth $4.25M. The position accounts for 0.34% of the portfolio, ranked #27.

AWM Capital first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

AWM Capital held 55,080 shares of iShares Core S&P Mid-Cap ETF worth $4.25M as of Q2 2026.
AWM Capital bought 71 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.21K.
iShares Core S&P Mid-Cap ETF made up 0.34% of AWM Capital's portfolio in Q2 2026, its #27 holding.
AWM Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.