HBW
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Hazlett, Burt & Watson’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hazlett, Burt & Watson’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 		$313K Sell
4,034
-1,770
-30% -$130K 0.08% 210
2026
Q1 		$387K Sell
5,804
-143
-2% -$9.92K 0.12% 170
2025
Q4 		$392K Sell
5,947
-237
-4% -$15.5K 0.13% 158
2025
Q3 		$399K Sell
6,184
-1,235
-17% -$79.4K 0.14% 143
2025
Q2 		$459K Sell
7,419
-385
-5% -$22.6K 0.19% 115
2025
Q1 		$459K Buy
7,804
+154
+2% +$9.56K 0.21% 105
2024
Q4 		$477K Buy
7,650
+98
+1% +$6.29K 0.21% 103
2024
Q3 		$473K Sell
7,552
-404
-5% -$24.4K 0.22% 107
2024
Q2 		$467K Sell
7,956
-450
-5% -$26.4K 0.24% 89
2024
Q1 		$514K Buy
8,406
+266
+3% +$15.1K 0.31% 64
2023
Q4 		$453K Sell
8,140
-655
-7% -$33.2K 0.3% 68
2023
Q3 		$444K Buy
8,795
+2,310
+36% +$121K 0.33% 63
2023
Q2 		$344K Sell
6,485
-765
-11% -$38K 0.26% 83
2023
Q1 		$370K Buy
7,250
+1,630
+29% +$83K 0.3% 68
2022
Q4 		$272K Buy
5,620
+195
+4% +$9.42K 0.24% 96
2022
Q3 		$237K Sell
5,425
-485
-8% -$23.4K 0.23% 96
2022
Q2 		$268K Buy
5,910
+15
+0.3% +$740 0.25% 90
2022
Q1 		$318K Buy
+5,895
New +$314K 0.25% 86

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hazlett, Burt & Watson's IJH Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q2 2026, selling an estimated $130K and leaving 4,034 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #210.

Hazlett, Burt & Watson first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. The position peaked at $514K in Q1 2024. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Hazlett, Burt & Watson held 4,034 shares of iShares Core S&P Mid-Cap ETF worth $313K as of Q2 2026.
  • Hazlett, Burt & Watson sold 1,770 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $130K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #210 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's iShares Core S&P Mid-Cap ETF position peaked at $514K in Q1 2024.
  • 2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.