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Greenwood Capital Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Greenwood Capital Associates’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 		$6.12M Buy
79,412
+6,437
+9% +$472K 0.6% 60
2026
Q1 		$4.93M Sell
72,975
-36,050
-33% -$2.5M 0.54% 64
2025
Q4 		$7.2M Buy
109,025
+467
+0.4% +$30.6K 0.78% 39
2025
Q3 		$7.08M Sell
108,558
-17,878
-14% -$1.15M 0.82% 39
2025
Q2 		$7.84M Sell
126,436
-11,875
-9% -$697K 0.98% 26
2025
Q1 		$8.07M Buy
138,311
+74,746
+118% +$4.64M 1.09% 24
2024
Q4 		$3.96M Buy
63,565
+1,732
+3% +$111K 0.52% 63
2024
Q3 		$3.85M Buy
61,833
+3,810
+7% +$230K 0.5% 64
2024
Q2 		$3.4M Buy
58,023
+51,463
+784% +$3.02M 0.45% 71
2024
Q1 		$398K Sell
6,560
-2,755
-30% -$156K 0.05% 212
2023
Q4 		$516K Buy
9,315
+2,440
+35% +$124K 0.07% 189
2023
Q3 		$343K Buy
6,875
+1,175
+21% +$61.6K 0.05% 215
2023
Q2 		$298K Sell
5,700
-1,585
-22% -$78.8K 0.04% 220
2023
Q1 		$364K Sell
7,285
-8,775
-55% -$447K 0.05% 207
2022
Q4 		$777K Buy
16,060
+9,105
+131% +$440K 0.13% 135
2022
Q3 		$305K Sell
6,955
-15
-0.2% -$725 0.05% 202
2022
Q2 		$315K Buy
6,970
+110
+2% +$5.43K 0.05% 192
2022
Q1 		$368K Sell
6,860
-12,250
-64% -$652K 0.1% 127
2021
Q4 		$1.08M Buy
19,110
+12,850
+205% +$715K 0.15% 116
2021
Q3 		$329K Buy
6,260
+125
+2% +$6.72K 0.05% 189
2021
Q2 		$330K Hold
6,135
– – 0.05% 196
2021
Q1 		$319K Sell
6,135
-765
-11% -$38.2K 0.05% 198
2020
Q4 		$317K Sell
6,900
-10,950
-61% -$461K 0.05% 182
2020
Q3 		$662K Buy
17,850
+5,150
+41% +$193K 0.13% 104
2020
Q2 		$452K Hold
12,700
– – 0.1% 104
2020
Q1 		$365K Sell
12,700
-550
-4% -$20.4K 0.11% 91
2019
Q4 		$545K Hold
13,250
– – 0.11% 104
2019
Q3 		$512K Hold
13,250
– – 0.12% 96
2019
Q2 		$515K Hold
13,250
– – 0.13% 100
2019
Q1 		$502K Sell
13,250
-125
-0.9% -$4.62K 0.13% 96
2018
Q4 		$444K Hold
13,375
– – 0.12% 103
2018
Q3 		$538K Sell
13,375
-140,950
-91% -$5.67M 0.12% 102
2018
Q2 		$6.01M Buy
154,325
+140,960
+1,055% +$5.45M 1.39% 28
2018
Q1 		$501K Sell
13,365
-610
-4% -$23.3K 0.12% 106
2017
Q4 		$530K Hold
13,975
– – 0.12% 112
2017
Q3 		$500K Sell
13,975
-50
-0.4% -$1.74K 0.12% 109
2017
Q2 		$488K Hold
14,025
– – 0.13% 107
2017
Q1 		$480K Hold
14,025
– – 0.13% 113
2016
Q4 		$464K Sell
14,025
-1,425
-9% -$45.2K 0.13% 102
2016
Q3 		$478K Sell
15,450
-75
-0.5% -$2.32K 0.15% 98
2016
Q2 		$464K Sell
15,525
-1,875
-11% -$55K 0.14% 101
2016
Q1 		$502K Sell
17,400
-10,500
-38% -$280K 0.16% 98
2015
Q4 		$777K Sell
27,900
-12,150
-30% -$347K 0.25% 81
2015
Q3 		$1.09M Sell
40,050
-8,700
-18% -$253K 0.39% 72
2015
Q2 		$1.46M Sell
48,750
-72,025
-60% -$2.2M 0.44% 76
2015
Q1 		$3.67M Sell
120,775
-9,780
-7% -$289K 1.05% 41
2014
Q4 		$3.78M Sell
130,555
-10,350
-7% -$291K 1.09% 42
2014
Q3 		$3.85M Sell
140,905
-4,725
-3% -$133K 1.18% 35
2014
Q2 		$4.17M Sell
145,630
-2,825
-2% -$77.6K 1.29% 28
2014
Q1 		$4.08M Buy
148,455
+5,025
+4% +$135K 1.31% 24
2013
Q4 		$3.84M Buy
143,430
+10,660
+8% +$275K 1.19% 32
2013
Q3 		$3.3M Buy
+132,770
New +$3.24M 1.16% 38

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Greenwood Capital Associates's IJH Position: Q2 2026 in Review

Greenwood Capital Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.8% in Q2 2026, buying an estimated $472K and bringing the position to 79,412 shares worth $6.12M. The position accounts for 0.6% of the portfolio, ranked #60.

Greenwood Capital Associates first reported a position in IJH in Q3 2013 and has held it in 52 quarters since. The position peaked at $8.07M in Q1 2025. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Greenwood Capital Associates held 79,412 shares of iShares Core S&P Mid-Cap ETF worth $6.12M as of Q2 2026.
  • Greenwood Capital Associates bought 6,437 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $472K.
  • iShares Core S&P Mid-Cap ETF made up 0.6% of Greenwood Capital Associates's portfolio in Q2 2026, its #60 holding.
  • Greenwood Capital Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • Greenwood Capital Associates's iShares Core S&P Mid-Cap ETF position peaked at $8.07M in Q1 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.