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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
Q3 		$1.17M Sell
16,326
-390
-2% -$29.4K 0.29% 62
2026
Q2 		$1.29M Buy
16,716
+105
+0.6% +$7.7K 0.32% 50
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 Buy
54,460
+27,490
+102% +$1.37M 1.88% 16
2023
Q1 		$1.35M Sell
26,970
-35,810
-57% -$1.82M 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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

COWA LLC's IJH Position: Q3 2026 in Review

COWA LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q3 2026, selling an estimated $29.4K and leaving 16,326 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #62.

COWA LLC first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.7M in Q4 2021. 1,531 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • COWA LLC held 16,326 shares of iShares Core S&P Mid-Cap ETF worth $1.17M as of Q3 2026.
  • COWA LLC sold 390 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $29.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.29% of COWA LLC's portfolio in Q3 2026, its #62 holding.
  • COWA LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • COWA LLC's iShares Core S&P Mid-Cap ETF position peaked at $5.7M in Q4 2021.
  • 1,531 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.