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Counterweight Ventures’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Counterweight Ventures’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 		$4.19M Sell
54,372
-389
-0.7% -$28.5K 2.09% 16
2026
Q1 		$3.7M Sell
54,761
-1,010
-2% -$70.1K 2.07% 15
2025
Q4 		$3.68M Buy
55,771
+86
+0.2% +$5.63K 2.06% 15
2025
Q3 		$3.63M Sell
55,685
-79
-0.1% -$5.08K 2.13% 16
2025
Q2 		$3.46M Buy
55,764
+383
+0.7% +$22.5K 2.26% 18
2025
Q1 		$3.23M Buy
55,381
+626
+1% +$38.9K 2.32% 17
2024
Q4 		$3.41M Buy
54,755
+24
+0% +$1.54K 2.41% 17
2024
Q3 		$3.41M Sell
54,731
-5,196
-9% -$313K 2.41% 14
2024
Q2 		$3.51M Buy
59,927
+172
+0.3% +$10.1K 2.65% 10
2024
Q1 		$3.63M Sell
59,755
-20,375
-25% -$1.15M 2.92% 8
2023
Q4 		$4.44M Buy
+80,130
New +$4.06M 4.04% 3

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Counterweight Ventures's IJH Position: Q2 2026 in Review

Counterweight Ventures reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.71% in Q2 2026, selling an estimated $28.5K and leaving 54,372 shares worth $4.19M. The position accounts for 2.09% of the portfolio, ranked #16.

Counterweight Ventures first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.44M in Q4 2023. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Counterweight Ventures held 54,372 shares of iShares Core S&P Mid-Cap ETF worth $4.19M as of Q2 2026.
  • Counterweight Ventures sold 389 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $28.5K.
  • iShares Core S&P Mid-Cap ETF made up 2.09% of Counterweight Ventures's portfolio in Q2 2026, its #16 holding.
  • Counterweight Ventures first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Counterweight Ventures's iShares Core S&P Mid-Cap ETF position peaked at $4.44M in Q4 2023.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Counterweight Ventures's 13F filing for Q2 2026, filed 23 Jul 2026.