Hohimer Wealth Management’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
Q2
$580K Sell
7,524
-78
-1% -$5.72K 0.06% 219
2026
Q1
$513K Hold
7,602
0.06% 207
2025
Q4
$502K Buy
7,602
+31
+0.4% +$2.03K 0.07% 192
2025
Q3
$494K Sell
7,571
-208
-3% -$13.4K 0.07% 197
2025
Q2
$482K Sell
7,779
-234
-3% -$13.7K 0.09% 163
2025
Q1
$468K Buy
8,013
+663
+9% +$41.2K 0.09% 166
2024
Q4
$458K Buy
7,350
+1,945
+36% +$125K 0.09% 150
2024
Q3
$337K Sell
5,405
-115
-2% -$6.93K 0.07% 160
2024
Q2
$323K Sell
5,520
-195
-3% -$11.5K 0.08% 181
2024
Q1
$347K Sell
5,715
-195
-3% -$11K 0.08% 184
2023
Q4
$328K Hold
5,910
0.08% 170
2023
Q3
$295K Sell
5,910
-2,105
-26% -$110K 0.08% 166
2023
Q2
$419K Sell
8,015
-2,755
-26% -$137K 0.12% 154
2023
Q1
$539K Sell
10,770
-110
-1% -$5.6K 0.16% 148
2022
Q4
$526K Buy
10,880
+165
+2% +$7.97K 0.17% 116
2022
Q3
$470K Sell
10,715
-20
-0.2% -$967 0.15% 139
2022
Q2
$486K Sell
10,735
-440
-4% -$21.7K 0.14% 144
2022
Q1
$600K Sell
11,175
-440
-4% -$23.4K 0.12% 141
2021
Q4
$658K Buy
11,615
+125
+1% +$6.96K 0.14% 134
2021
Q3
$605K Buy
11,490
+900
+8% +$48.4K 0.13% 136
2021
Q2
$569K Buy
10,590
+1,815
+21% +$98K 0.12% 143
2021
Q1
$457K Buy
8,775
+1,910
+28% +$95.4K 0.11% 139
2020
Q4
$316K Buy
6,865
+70
+1% +$2.95K 0.08% 156
2020
Q3
$268K Buy
6,795
+80
+1% +$2.99K 0.08% 160
2020
Q2
$239K Buy
+6,715
New +$223K 0.08% 170

Other funds holding IJH

Hohimer Wealth Management's IJH Position: Q2 2026 in Review

Hohimer Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q2 2026, selling an estimated $5.72K and leaving 7,524 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #219.

Hohimer Wealth Management first reported a position in IJH in Q2 2020 and has held it in 25 quarters since. The position peaked at $658K in Q4 2021. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Hohimer Wealth Management held 7,524 shares of iShares Core S&P Mid-Cap ETF worth $580K as of Q2 2026.
  • Hohimer Wealth Management sold 78 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.72K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of Hohimer Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Hohimer Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Hohimer Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $658K in Q4 2021.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.