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

Capital Investment Counsel Inc’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	$131K	Hold	1,700	–	–	0.01%	214
2026 Q1	$115K	Hold	1,700	–	–	0.01%	210
2025 Q4	$112K	Buy	+1,700	New	+$111K	0.01%	212
2025 Q3	–	Sell	-1,700	Closed	-$105K	–	217
2025 Q2	$105K	Hold	1,700	–	–	0.01%	207
2025 Q1	$99.2K	Hold	1,700	–	–	0.01%	202
2024 Q4	$106K	Buy	1,700 +915	+117%	+$58.7K	0.02%	200
2024 Q3	$48.9K	Hold	785	–	–	0.01%	199
2024 Q2	$45.9K	Hold	785	–	–	0.01%	201
2024 Q1	$47.7K	Hold	785	–	–	0.01%	199
2023 Q4	$43.5K	Hold	785	–	–	0.01%	197
2023 Q3	$39.1K	Buy	+785	New	+$41.1K	0.01%	184
2022 Q3	–	Sell	-580	Closed	-$26K	–	168
2022 Q2	$26K	Hold	580	–	–	0.01%	185
2022 Q1	$31K	Buy	+580	New	+$30.9K	0.01%	193
2021 Q4	–	Sell	-580	Closed	-$31K	–	192
2021 Q3	$31K	Hold	580	–	–	0.01%	176
2021 Q2	$31K	Hold	580	–	–	0.01%	184
2021 Q1	$30K	Hold	580	–	–	0.01%	178
2020 Q4	$27K	Hold	580	–	–	0.01%	163
2020 Q3	$21K	Hold	580	–	–	0.01%	170
2020 Q2	$21K	Hold	580	–	–	0.01%	154
2020 Q1	$17K	Sell	580 -350	-38%	-$13K	0.01%	155
2019 Q4	$38K	Hold	930	–	–	0.01%	161
2019 Q3	$36K	Hold	930	–	–	0.01%	157
2019 Q2	$36K	Hold	930	–	–	0.01%	153
2019 Q1	$35K	Buy	+930	New	+$34.3K	0.01%	161

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

Capital Investment Counsel Inc's IJH Position: Q2 2026 in Review

Capital Investment Counsel Inc held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,700 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #214.

Capital Investment Counsel Inc first reported a position in IJH in Q1 2019 and has held it in 24 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Capital Investment Counsel Inc held 1,700 shares of iShares Core S&P Mid-Cap ETF worth $131K as of Q2 2026.
Capital Investment Counsel Inc left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #214 holding.
Capital Investment Counsel Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 24 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.