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COWA LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

COWA LLC’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
Q1 		$1.12M Sell
16,611
-1,000
-6% -$69.4K 0.3% 55
2025
Q4 		$1.16M Buy
17,611
+364
+2% +$23.8K 0.35% 44
2025
Q3 		$1.13M Buy
17,247
+1,233
+8% +$79.2K 0.37% 47
2025
Q2 		$994K Sell
16,014
-157
-1% -$9.22K 0.38% 48
2025
Q1 		$944K Sell
16,171
-14,775
-48% -$918K 0.4% 51
2024
Q4 		$1.93M Sell
30,946
-214
-0.7% -$13.7K 0.89% 34
2024
Q3 		$1.94M Sell
31,160
-7,352
-19% -$443K 0.92% 30
2024
Q2 		$2.25M Buy
38,512
+1,250
+3% +$73.4K 1.2% 26
2024
Q1 		$2.26M Sell
37,262
-673
-2% -$38.1K 1.34% 21
2023
Q4 		$2.11M Sell
37,935
-2,350
-6% -$119K 1.31% 21
2023
Q3 		$2.01M Sell
40,285
-14,175
-26% -$743K 1.36% 21
2023
Q2 		$2.85M Sell
54,460
-7,575,960
-99% -$377M 1.88% 16
2023
Q1 		$1.35M Buy
7,630,420
+7,567,640
+12,054% +$386M 1.1% 26
2022
Q4 		$3.14M Sell
62,780
-6,660
-10% -$322K 1.95% 17
2022
Q3 		$3.06M Sell
69,440
-14,675
-17% -$709K 2.02% 12
2022
Q2 		$3.82M Sell
84,115
-5,220
-6% -$258K 2.19% 13
2022
Q1 		$4.82M Sell
89,335
-11,250
-11% -$599K 2.39% 13
2021
Q4 		$5.7M Buy
100,585
+30,720
+44% +$1.71M 2.87% 11
2021
Q3 		$3.69M Sell
69,865
-4,425
-6% -$238K 2.11% 13
2021
Q2 		$4M Buy
74,290
+14,045
+23% +$758K 2.49% 11
2021
Q1 		$2.74M Buy
60,245
+19,970
+50% +$997K 1.64% 18
2020
Q4 		$1.94M Buy
+40,275
New +$1.7M 1.48% 16

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

COWA LLC's IJH Position: Q1 2026 in Review

COWA LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q1 2026, selling an estimated $69.4K and leaving 16,611 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #55.

COWA LLC first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.7M in Q4 2021. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • COWA LLC held 16,611 shares of iShares Core S&P Mid-Cap ETF worth $1.12M as of Q1 2026.
  • COWA LLC sold 1,000 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $69.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.3% of COWA LLC's portfolio in Q1 2026, its #55 holding.
  • COWA LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • COWA LLC's iShares Core S&P Mid-Cap ETF position peaked at $5.7M in Q4 2021.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.