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

Capital Management Associates 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	$2.18M	Sell	28,275 -28	-0.1%	-$2.05K	0.44%	39
2026 Q1	$1.91M	Sell	28,303 -4,256	-13%	-$295K	0.43%	36
2025 Q4	$2.15M	Buy	32,559 +6,682	+26%	+$438K	0.48%	33
2025 Q3	$1.69M	Sell	25,877 -9	-0%	-$578	0.46%	34
2025 Q2	$1.61M	Sell	25,886 -22,016	-46%	-$1.29M	0.51%	31
2025 Q1	$2.8M	Buy	47,902 +15,363	+47%	+$954K	0.63%	25
2024 Q4	$2.03M	Sell	32,539 -3,670	-10%	-$235K	0.76%	23
2024 Q3	$2.26M	Buy	36,209 +35	+0.1%	+$2.11K	0.92%	20
2024 Q2	$2.12M	Buy	36,174 +27,723	+328%	+$1.63M	1.28%	15
2024 Q1	$513K	Sell	8,451 -23,739	-74%	-$1.34M	0.38%	40
2023 Q4	$2.55M	Buy	+32,190	New	+$1.63M	1.5%	12

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Capital Management Associates Inc's IJH Position: Q2 2026 in Review

Capital Management Associates Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.1% in Q2 2026, selling an estimated $2.05K and leaving 28,275 shares worth $2.18M. The position accounts for 0.44% of the portfolio, ranked #39.

Capital Management Associates Inc first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.8M in Q1 2025. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Capital Management Associates Inc held 28,275 shares of iShares Core S&P Mid-Cap ETF worth $2.18M as of Q2 2026.
Capital Management Associates Inc sold 28 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.05K.
iShares Core S&P Mid-Cap ETF made up 0.44% of Capital Management Associates Inc's portfolio in Q2 2026, its #39 holding.
Capital Management Associates Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Capital Management Associates Inc's iShares Core S&P Mid-Cap ETF position peaked at $2.8M in Q1 2025.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.