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

Collar Capital Management’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	$540K	Sell	7,000 -1,000	-13%	-$73.4K	0.32%	58
2026 Q1	$540K	Sell	8,000 -125	-2%	-$8.67K	0.35%	57
2025 Q4	$536K	Hold	8,125	–	–	0.36%	59
2025 Q3	$530K	Hold	8,125	–	–	0.37%	57
2025 Q2	$504K	Hold	8,125	–	–	0.42%	55
2025 Q1	$474K	Hold	8,125	–	–	0.43%	57
2024 Q4	$506K	Buy	+8,125	New	+$521K	0.42%	61

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

Collar Capital Management's IJH Position: Q2 2026 in Review

Collar Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q2 2026, selling an estimated $73.4K and leaving 7,000 shares worth $540K. The position accounts for 0.32% of the portfolio, ranked #58.

Collar Capital Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $540K in Q1 2026. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Collar Capital Management held 7,000 shares of iShares Core S&P Mid-Cap ETF worth $540K as of Q2 2026.
Collar Capital Management sold 1,000 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $73.4K.
iShares Core S&P Mid-Cap ETF made up 0.32% of Collar Capital Management's portfolio in Q2 2026, its #58 holding.
Collar Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Collar Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $540K in Q1 2026.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Collar Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.