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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWM Capital's IJH Position: Q1 2026 in Review

AWM Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 83% in Q1 2026, buying an estimated $1.73M and bringing the position to 55,009 shares worth $3.71M. 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 13 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

AWM Capital held 55,009 shares of iShares Core S&P Mid-Cap ETF worth $3.71M as of Q1 2026.
AWM Capital bought 25,005 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.73M.
iShares Core S&P Mid-Cap ETF made up 0.34% of AWM Capital's portfolio in Q1 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 13 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on AWM Capital's 13F filing for Q1 2026, filed 12 May 2026.