Hopwood Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hopwood Financial Services’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	$16.1M	Buy	208,348 +3,608	+2%	+$265K	9.3%	3
2026 Q1	$13.8M	Buy	204,740 +962	+0.5%	+$66.7K	9.32%	3
2025 Q4	$13.4M	Buy	203,778 +5,923	+3%	+$388K	9.47%	3
2025 Q3	$12.9M	Buy	197,855 +3,051	+2%	+$196K	8.63%	3
2025 Q2	$12.1M	Buy	194,804 +6,308	+3%	+$370K	9.45%	3
2025 Q1	$11M	Buy	188,496 +3,420	+2%	+$212K	8.49%	3
2024 Q4	$11.5M	Buy	+185,076	New	+$11.9M	8.74%	3

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

Hopwood Financial Services's IJH Position: Q2 2026 in Review

Hopwood Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, buying an estimated $265K and bringing the position to 208,348 shares worth $16.1M. The position accounts for 9.3% of the portfolio, ranked #3.

Hopwood Financial Services first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 1,427 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hopwood Financial Services held 208,348 shares of iShares Core S&P Mid-Cap ETF worth $16.1M as of Q2 2026.
Hopwood Financial Services bought 3,608 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $265K.
iShares Core S&P Mid-Cap ETF made up 9.3% of Hopwood Financial Services's portfolio in Q2 2026, its #3 holding.
Hopwood Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,427 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.