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

EWA 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 Q2	$8.04M	Buy	104,320 +2,426	+2%	+$178K	1.47%	11
2026 Q1	$6.88M	Sell	101,894 -30,649	-23%	-$2.13M	1.56%	14
2025 Q4	$8.75M	Buy	132,543 +4,590	+4%	+$301K	2.14%	11
2025 Q3	$8.35M	Buy	127,953 +5,461	+4%	+$351K	2.31%	9
2025 Q2	$7.6M	Buy	122,492 +3,816	+3%	+$224K	2.39%	9
2025 Q1	$6.92M	Buy	118,676 +2,456	+2%	+$153K	2.57%	8
2024 Q4	$7.24M	Buy	116,220 +1,584	+1%	+$102K	2.72%	8
2024 Q3	$7.44M	Buy	114,636 +1,844	+2%	+$111K	2.66%	10
2024 Q2	$6.89M	Buy	112,792 +4,689	+4%	+$275K	2.86%	9
2024 Q1	$6.47M	Sell	108,103 -156,217	-59%	-$8.84M	2.91%	8
2023 Q4	$14.6M	Sell	264,320 -36,775	-12%	-$1.87M	7.12%	4
2023 Q3	$14.6M	Buy	301,095 +37,350	+14%	+$1.96M	9.49%	2
2023 Q2	$13.8M	Buy	263,745 +15,595	+6%	+$775K	9.45%	3
2023 Q1	$12M	Buy	+248,150	New	+$12.6M	8.95%	3

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EWA LLC's IJH Position: Q2 2026 in Review

EWA LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, buying an estimated $178K and bringing the position to 104,320 shares worth $8.04M. The position accounts for 1.47% of the portfolio, ranked #11.

EWA LLC first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.6M in Q3 2023. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

EWA LLC held 104,320 shares of iShares Core S&P Mid-Cap ETF worth $8.04M as of Q2 2026.
EWA LLC bought 2,426 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $178K.
iShares Core S&P Mid-Cap ETF made up 1.47% of EWA LLC's portfolio in Q2 2026, its #11 holding.
EWA LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
EWA LLC's iShares Core S&P Mid-Cap ETF position peaked at $14.6M in Q3 2023.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.