FWG Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$447K Sell
6,614
-272
-4% -$18.9K 0.28% 85
2025
Q4
$454K Buy
6,886
+5
+0.1% +$328 0.29% 77
2025
Q3
$449K Sell
6,881
-846
-11% -$54.4K 0.31% 69
2025
Q2
$479K Buy
+7,727
New +$454K 0.36% 64
2025
Q1
Sell
-8,946
Closed -$557K 79
2024
Q4
$557K Sell
8,946
-138
-2% -$8.85K 0.43% 62
2024
Q3
$566K Buy
9,084
+752
+9% +$45.3K 0.49% 55
2024
Q2
$488K Buy
8,332
+389
+5% +$22.9K 0.49% 53
2024
Q1
$482K Buy
7,943
+368
+5% +$20.8K 0.52% 50
2023
Q4
$420K Buy
+7,575
New +$384K 0.52% 49

Other funds holding IJH

FWG Investments's IJH Position: Q1 2026 in Review

FWG Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q1 2026, selling an estimated $18.9K and leaving 6,614 shares worth $447K. The position accounts for 0.28% of the portfolio, ranked #85.

FWG Investments first reported a position in IJH in Q4 2023 and has held it in 9 quarters since. The position peaked at $566K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • FWG Investments held 6,614 shares of iShares Core S&P Mid-Cap ETF worth $447K as of Q1 2026.
  • FWG Investments sold 272 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $18.9K.
  • iShares Core S&P Mid-Cap ETF made up 0.28% of FWG Investments's portfolio in Q1 2026, its #85 holding.
  • FWG Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • FWG Investments's iShares Core S&P Mid-Cap ETF position peaked at $566K in Q3 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.