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

Hengehold Capital Management’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	$6.53M	Sell	84,632 -10,361	-11%	-$760K	0.51%	43
2026 Q1	$6.41M	Sell	94,993 -3,834	-4%	-$266K	0.56%	41
2025 Q4	$6.52M	Buy	98,827 +7,238	+8%	+$474K	0.55%	39
2025 Q3	$5.98M	Buy	91,589 +2,730	+3%	+$175K	0.51%	46
2025 Q2	$5.51M	Sell	88,859 -7,017	-7%	-$412K	0.5%	42
2025 Q1	$5.59M	Buy	95,876 +2,673	+3%	+$166K	0.53%	36
2024 Q4	$5.81M	Buy	93,203 +8,661	+10%	+$555K	0.55%	38
2024 Q3	$5.27M	Buy	84,542 +2,575	+3%	+$155K	0.5%	40
2024 Q2	$4.8M	Buy	81,967 +2,914	+4%	+$171K	0.5%	42
2024 Q1	$4.8M	Buy	79,053 +3,653	+5%	+$207K	0.51%	40
2023 Q4	$4.18M	Buy	75,400 +7,065	+10%	+$358K	0.5%	41
2023 Q3	$3.41M	Buy	68,335 +5,200	+8%	+$273K	0.44%	45
2023 Q2	$3.3M	Sell	63,135 -3,975	-6%	-$198K	0.44%	48
2023 Q1	$3.36M	Sell	67,110 -2,125	-3%	-$108K	0.46%	47
2022 Q4	$3.35M	Buy	69,235 +4,170	+6%	+$201K	0.47%	45
2022 Q3	$2.85M	Buy	65,065 +8,965	+16%	+$433K	0.44%	42
2022 Q2	$2.54M	Buy	56,100 +16,745	+43%	+$827K	0.36%	49
2022 Q1	$2.11M	Sell	39,355 -430	-1%	-$22.9K	0.29%	54
2021 Q4	$2.25M	Buy	39,785 +13,910	+54%	+$774K	0.28%	51
2021 Q3	$1.36M	Buy	25,875 +5,385	+26%	+$290K	0.18%	61
2021 Q2	$1.1M	Buy	+20,490	New	+$1.11M	0.14%	65

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

Hengehold Capital Management's IJH Position: Q2 2026 in Review

Hengehold Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $760K and leaving 84,632 shares worth $6.53M. The position accounts for 0.51% of the portfolio, ranked #43.

Hengehold Capital Management first reported a position in IJH in Q2 2021 and has held it in 21 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hengehold Capital Management held 84,632 shares of iShares Core S&P Mid-Cap ETF worth $6.53M as of Q2 2026.
Hengehold Capital Management sold 10,361 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $760K.
iShares Core S&P Mid-Cap ETF made up 0.51% of Hengehold Capital Management's portfolio in Q2 2026, its #43 holding.
Hengehold Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.