CWA Asset Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CWA Asset Management 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	$2.39M	Buy	30,996 +366	+1%	+$26.9K	0.07%	253
2026 Q1	$2.07M	Buy	30,630 +2,376	+8%	+$165K	0.07%	257
2025 Q4	$1.86M	Sell	28,254 -317	-1%	-$20.8K	0.07%	251
2025 Q3	$1.86M	Sell	28,571 -1,566	-5%	-$101K	0.07%	239
2025 Q2	$1.87M	Sell	30,137 -7,131	-19%	-$419K	0.08%	223
2025 Q1	$2.17M	Buy	37,268 +7,311	+24%	+$454K	0.1%	180
2024 Q4	$1.87M	Buy	29,957 +10,351	+53%	+$664K	0.09%	175
2024 Q3	$1.22M	Buy	+19,606	New	+$1.18M	0.07%	213
2024 Q1	$425K	Sell	6,998 -32	-0.5%	-$1.81K	0.03%	341
2023 Q4	$390K	Sell	7,030 -20	-0.3%	-$1.01K	0.03%	284
2023 Q3	$352K	Buy	7,050 +290	+4%	+$15.2K	0.03%	261
2023 Q2	$354K	Sell	6,760 -445	-6%	-$22.1K	0.02%	258
2023 Q1	$360K	Sell	7,205 -1,275	-15%	-$65K	0.03%	236
2022 Q4	$410K	Buy	8,480 +1,740	+26%	+$84.1K	0.03%	211
2022 Q3	$296K	Sell	6,740 -640	-9%	-$30.9K	0.03%	232
2022 Q2	$334K	Buy	7,380 +460	+7%	+$22.7K	0.03%	220
2022 Q1	$371K	Sell	6,920 -220	-3%	-$11.7K	0.03%	217
2021 Q4	$404K	Buy	7,140 +500	+8%	+$27.8K	0.03%	207
2021 Q3	$349K	Hold	6,640	–	–	0.03%	212
2021 Q2	$360K	Buy	+6,640	New	+$358K	0.03%	201
2020 Q2	–	Sell	-31,100	Closed	-$895K	–	229
2020 Q1	$895K	Buy	+31,100	New	+$1.16M	0.17%	87
2017 Q1	–	Sell	-30,510	Closed	-$1.01M	–	166
2016 Q4	$1.01M	Buy	+30,510	New	+$967K	0.43%	77

Other funds holding IJH

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CWA Asset Management Group's IJH Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, buying an estimated $26.9K and bringing the position to 30,996 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #253.

CWA Asset Management Group first reported a position in IJH in Q4 2016 and has held it in 22 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

CWA Asset Management Group held 30,996 shares of iShares Core S&P Mid-Cap ETF worth $2.39M as of Q2 2026.
CWA Asset Management Group bought 366 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $26.9K.
iShares Core S&P Mid-Cap ETF made up 0.07% of CWA Asset Management Group's portfolio in Q2 2026, its #253 holding.
CWA Asset Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 22 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.