CWS Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CWS Financial Advisors’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	$1.3M	Sell	19,308 -2,690	-12%	-$187K	0.33%	49
2025 Q4	$1.45M	Buy	21,998 +74	+0.3%	+$4.85K	0.39%	41
2025 Q3	$1.43M	Sell	21,924 -112	-0.5%	-$7.2K	0.4%	38
2025 Q2	$1.37M	Buy	22,036 +47	+0.2%	+$2.76K	0.4%	37
2025 Q1	$1.28M	Sell	21,989 -36	-0.2%	-$2.24K	0.41%	34
2024 Q4	$1.37M	Buy	22,025 +63	+0.3%	+$4.04K	0.44%	30
2024 Q3	$1.37M	Buy	21,962 +57	+0.3%	+$3.44K	0.48%	27
2024 Q2	$1.28M	Buy	21,905 +1,201	+6%	+$70.6K	0.5%	27
2024 Q1	$1.26M	Buy	20,704 +4	+0%	+$226	0.52%	25
2023 Q4	$1.15M	Sell	20,700 -190	-0.9%	-$9.64K	0.43%	33
2023 Q3	$1.04M	Hold	20,890	–	–	0.42%	35
2023 Q2	$1.09M	Sell	20,890 -285	-1%	-$14.2K	0.41%	32
2023 Q1	$1.06M	Buy	21,175 +5,940	+39%	+$303K	0.42%	34
2022 Q4	$793K	Sell	15,235 -6,900	-31%	-$333K	0.34%	53
2022 Q3	$971K	Hold	22,135	–	–	0.46%	33
2022 Q2	$1M	Buy	22,135 +4,450	+25%	+$220K	0.46%	32
2022 Q1	$949K	Sell	17,685 -3,055	-15%	-$163K	0.36%	42
2021 Q4	$1.17M	Buy	+20,740	New	+$1.15M	0.41%	33
2021 Q2	$841K	Buy	15,650 +415	+3%	+$22.4K	0.34%	53
2021 Q1	$793K	Hold	15,235	–	–	0.34%	53
2020 Q4	$700K	Sell	15,235 -235	-2%	-$9.9K	0.41%	53
2020 Q3	$573K	Sell	15,470 -115	-0.7%	-$4.3K	0.38%	56
2020 Q2	$554K	Buy	+15,585	New	+$518K	0.4%	54

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWS Financial Advisors's IJH Position: Q1 2026 in Review

CWS Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2026, selling an estimated $187K and leaving 19,308 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #49.

CWS Financial Advisors first reported a position in IJH in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

CWS Financial Advisors held 19,308 shares of iShares Core S&P Mid-Cap ETF worth $1.3M as of Q1 2026.
CWS Financial Advisors sold 2,690 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $187K.
iShares Core S&P Mid-Cap ETF made up 0.33% of CWS Financial Advisors's portfolio in Q1 2026, its #49 holding.
CWS Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 23 quarters since.
CWS Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.45M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.