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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return