CWS
IJH icon

Cypress Wealth Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-12,345
Closed -$457K – 388
2020
Q3 		$457K Buy
+12,345
New +$462K 0.12% 142

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cypress Wealth Services's IJH Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $123K and leaving 13,122 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #129.

Cypress Wealth Services first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.91M in Q3 2023. 1,204 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Cypress Wealth Services held 13,122 shares of iShares Core S&P Mid-Cap ETF worth $1.01M as of Q2 2026.
  • Cypress Wealth Services sold 1,680 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $123K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #129 holding.
  • Cypress Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $1.91M in Q3 2023.
  • 1,204 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.