CKW Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CKW Financial Group’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	$69.4M	Sell	907,553 -6,993	-0.8%	-$513K	6.82%	4
2026 Q1	$62.3M	Buy	914,546 +8,675	+1%	+$602K	6.79%	4
2025 Q4	$59.8M	Sell	905,871 -842	-0.1%	-$55.2K	6.48%	4
2025 Q3	$59.4M	Buy	906,713 +49,860	+6%	+$3.2M	6.47%	4
2025 Q2	$53.8M	Buy	856,853 +6,770	+0.8%	+$397K	6.19%	3
2025 Q1	$49.9M	Buy	850,083 +34,074	+4%	+$2.12M	6.23%	3
2024 Q4	$50.8M	Buy	816,009 +1,332	+0.2%	+$85.4K	6.26%	3
2024 Q3	$50.4M	Buy	814,677 +5,365	+0.7%	+$324K	6.09%	3
2024 Q2	$46.9M	Buy	809,312 +2,175	+0.3%	+$128K	5.99%	3
2024 Q1	$48.7M	Buy	807,137 +24,682	+3%	+$1.4M	6.34%	3
2023 Q4	$43.4M	Sell	782,455 -3,335	-0.4%	-$169K	6.02%	4
2023 Q3	$39.2M	Buy	785,790 +10,815	+1%	+$567K	5.98%	4
2023 Q2	$40.5M	Sell	774,975 -930	-0.1%	-$46.2K	6.05%	5
2023 Q1	$38.8M	Buy	775,905 +3,115	+0.4%	+$159K	6.33%	5
2022 Q4	$37.4M	Sell	772,790 -4,315	-0.6%	-$208K	6.29%	5
2022 Q3	$34.1M	Sell	777,105 -6,140	-0.8%	-$297K	6.37%	5
2022 Q2	$35.9M	Buy	783,245 +175	+0%	+$8.64K	6.09%	5
2022 Q1	$42.3M	Buy	783,070 +9,475	+1%	+$504K	6.19%	5
2021 Q4	$43.8M	Buy	773,595 +2,680	+0.3%	+$149K	6.68%	4
2021 Q3	$41.2M	Buy	770,915 +22,490	+3%	+$1.21M	6.36%	4
2021 Q2	$40.6M	Buy	748,425 +8,570	+1%	+$463K	6.42%	4
2021 Q1	$38.5M	Buy	739,855 +785	+0.1%	+$39.2K	6.65%	4
2020 Q4	$34M	Buy	739,070 +4,635	+0.6%	+$195K	6.27%	4
2020 Q3	$27.6M	Buy	734,435 +11,935	+2%	+$446K	5.52%	5
2020 Q2	$25.5M	Buy	722,500 +564,240	+357%	+$18.7M	5.66%	5
2020 Q1	$4.29M	Sell	158,260 -780,710	-83%	-$29M	1.12%	8
2019 Q4	$38.7M	Sell	938,970 -9,970	-1%	-$395K	7.2%	5
2019 Q3	$36M	Sell	948,940 -8,925	-0.9%	-$343K	6.81%	6
2019 Q2	$37.2M	Sell	957,865 -117,045	-11%	-$4.49M	7.51%	5
2019 Q1	$40.7M	Buy	1,074,910 +54,320	+5%	+$2.01M	7.53%	5
2018 Q4	$33.9M	Sell	1,020,590 -12,030	-1%	-$439K	7.43%	5
2018 Q3	$41.3M	Buy	1,032,620 +50,470	+5%	+$2.03M	7.78%	5
2018 Q2	$38.3M	Buy	982,150 +37,800	+4%	+$1.46M	8.01%	5
2018 Q1	$34.6M	Sell	944,350 -5,350	-0.6%	-$205K	7.67%	5
2017 Q4	$36M	Buy	949,700 +33,505	+4%	+$1.24M	8%	5
2017 Q3	$32.8M	Buy	916,195 +38,135	+4%	+$1.33M	7.82%	5
2017 Q2	$30.8M	Buy	878,060 +86,915	+11%	+$3M	8.06%	4
2017 Q1	$27.1M	Buy	791,145 +14,595	+2%	+$497K	8.37%	4
2016 Q4	$25.7M	Buy	776,550 +11,605	+2%	+$368K	9.32%	3
2016 Q3	$23.7M	Buy	764,945 +8,885	+1%	+$275K	8.11%	4
2016 Q2	$22.6M	Buy	756,060 +13,880	+2%	+$407K	8.05%	4
2016 Q1	$21.4M	Sell	742,180 -851,620	-53%	-$22.7M	8.02%	4
2015 Q4	$44.4M	Sell	1,593,800 -36,355	-2%	-$1.04M	16.11%	2
2015 Q3	$44.5M	Buy	1,630,155 +56,130	+4%	+$1.63M	18.17%	2
2015 Q2	$47.2M	Buy	1,574,025 +27,585	+2%	+$841K	18.57%	2
2015 Q1	$46.8M	Buy	1,546,440 +1,400	+0.1%	+$41.4K	18.62%	2
2014 Q4	$44.7M	Buy	1,545,040 +44,420	+3%	+$1.25M	18.89%	2
2014 Q3	$41M	Buy	1,500,620 +1,499,775	+177,488%	+$42.3M	17.97%	2
2014 Q2	$24K	Sell	845 -1,409,045	-100%	-$38.7M	0.01%	184
2014 Q1	$39M	Buy	1,409,890 +100,195	+8%	+$2.7M	18.55%	2
2013 Q4	$35M	Buy	+1,309,695	New	+$33.8M	18.33%	2

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

CKW Financial Group's IJH Position: Q2 2026 in Review

CKW Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.76% in Q2 2026, selling an estimated $513K and leaving 907,553 shares worth $69.4M. The position accounts for 6.82% of the portfolio, ranked #4.

CKW Financial Group first reported a position in IJH in Q4 2013 and has held it in 51 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CKW Financial Group held 907,553 shares of iShares Core S&P Mid-Cap ETF worth $69.4M as of Q2 2026.
CKW Financial Group sold 6,993 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $513K.
iShares Core S&P Mid-Cap ETF made up 6.82% of CKW Financial Group's portfolio in Q2 2026, its #4 holding.
CKW Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.