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

Howland 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	$1.22M	Hold	15,865	–	–	0.04%	153
2026 Q1	$1.07M	Sell	15,865 -700	-4%	-$48.6K	0.04%	145
2025 Q4	$1.09M	Sell	16,565 -100	-0.6%	-$6.55K	0.04%	145
2025 Q3	$1.09M	Hold	16,665	–	–	0.04%	155
2025 Q2	$1.03M	Hold	16,665	–	–	0.04%	153
2025 Q1	$972K	Hold	16,665	–	–	0.04%	150
2024 Q4	$1.04M	Hold	16,665	–	–	0.05%	148
2024 Q3	$1.04M	Hold	16,665	–	–	0.05%	148
2024 Q2	$975K	Sell	16,665 -2,565	-13%	-$151K	0.05%	139
2024 Q1	$1.17M	Buy	19,230 +4,265	+28%	+$241K	0.06%	127
2023 Q4	$830K	Sell	14,965 -70	-0.5%	-$3.55K	0.04%	146
2023 Q3	$753K	Hold	15,035	–	–	0.04%	146
2023 Q2	$786K	Sell	15,035 -55	-0.4%	-$2.73K	0.05%	145
2023 Q1	$755K	Buy	15,090 +425	+3%	+$21.7K	0.05%	148
2022 Q4	$709K	Sell	14,665 -110	-0.7%	-$5.31K	0.04%	148
2022 Q3	$648K	Hold	14,775	–	–	0.04%	145
2022 Q2	$669K	Buy	14,775 +1,490	+11%	+$73.6K	0.04%	141
2022 Q1	$713K	Buy	13,285 +820	+7%	+$43.7K	0.04%	129
2021 Q4	$706K	Hold	12,465	–	–	0.04%	135
2021 Q3	$656K	Hold	12,465	–	–	0.03%	148
2021 Q2	$670K	Hold	12,465	–	–	0.03%	147
2021 Q1	$649K	Sell	12,465 -400	-3%	-$20K	0.04%	150
2020 Q4	$591K	Sell	12,865 -25	-0.2%	-$1.05K	0.03%	144
2020 Q3	$478K	Sell	12,890 -30	-0.2%	-$1.12K	0.03%	148
2020 Q2	$459K	Buy	12,920 +180	+1%	+$5.98K	0.03%	148
2020 Q1	$367K	Hold	12,740	–	–	0.03%	151
2019 Q4	$524K	Buy	+12,740	New	+$505K	0.04%	149
2018 Q4	–	Sell	-5,965	Closed	-$240K	–	199
2018 Q3	$240K	Sell	5,965 -660	-10%	-$26.5K	0.02%	202
2018 Q2	$258K	Buy	+6,625	New	+$256K	0.02%	198

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Howland Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 15,865 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #153.

Howland Capital Management first reported a position in IJH in Q2 2018 and has held it in 29 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Howland Capital Management held 15,865 shares of iShares Core S&P Mid-Cap ETF worth $1.22M as of Q2 2026.
Howland Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Howland Capital Management's portfolio in Q2 2026, its #153 holding.
Howland Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 29 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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