HWG Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

HWG Holdings’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	$6.08M	Buy	78,891 +60,301	+324%	+$4.42M	1.38%	16
2026 Q1	$1.26M	Buy	+18,590	New	+$1.29M	0.33%	40
2025 Q2	–	Sell	-1,717	Closed	-$100K	–	89
2025 Q1	$100K	Buy	+1,717	New	+$107K	0.04%	49
2024 Q3	–	Sell	-1,897	Closed	-$111K	–	84
2024 Q2	$111K	Buy	+1,897	New	+$111K	0.04%	45
2023 Q4	$3.17M	Buy	57,150 +28,010	+96%	+$1.42M	1.42%	17
2023 Q3	$1.45M	Buy	29,140 +2,385	+9%	+$125K	0.79%	25
2023 Q2	$1.4M	Sell	26,755 -306,385	-92%	-$15.2M	0.64%	32
2023 Q1	$16.7M	Buy	333,140 +58,100	+21%	+$2.96M	9.52%	2
2022 Q4	$13.3M	Buy	275,040 +273,580	+18,738%	+$13.2M	8.62%	2
2022 Q3	$64K	Buy	+1,460	New	+$70.6K	0.05%	49
2022 Q1	$100K	Sell	1,855 -96,710	-98%	-$5.15M	0.05%	77
2021 Q4	$5.58M	Buy	+98,565	New	+$5.49M	2.42%	11
2021 Q2	$15.3M	Sell	284,675 -141,945	-33%	-$7.66M	6.62%	3
2021 Q1	$22.2M	Buy	426,620 +225,405	+112%	+$11.3M	11.06%	4
2020 Q4	$9.25M	Buy	201,215 +28,325	+16%	+$1.19M	4.68%	7
2020 Q3	$6.41M	Sell	172,890 -33,845	-16%	-$1.27M	5.69%	4
2020 Q2	$7.35M	Buy	+206,735	New	+$6.87M	5.86%	4
2019 Q1	–	Sell	-165	Closed	-$6K	–	105
2018 Q4	$6K	Sell	165 -55	-25%	-$2.01K	0.01%	44
2018 Q3	$9K	Sell	220 -9,445	-98%	-$380K	0.01%	76
2018 Q2	$377K	Buy	+9,665	New	+$373K	0.31%	51
2018 Q1	–	Sell	-39,135	Closed	-$1.49M	–	98
2017 Q4	$1.49M	Sell	39,135 -12,950	-25%	-$479K	1.26%	22
2017 Q3	$1.86M	Buy	52,085 +43,770	+526%	+$1.52M	1.47%	25
2017 Q2	$289K	Sell	8,315 -444,850	-98%	-$15.4M	0.21%	27
2017 Q1	$15.5M	Sell	453,165 -414,095	-48%	-$14.1M	19.58%	1
2016 Q4	$28.7M	Buy	+867,260	New	+$27.5M	38.84%	1
2015 Q3	–	Sell	-15,040	Closed	-$450K	–	11
2015 Q2	$450K	Buy	+15,040	New	+$459K	0.47%	22

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

HWG Holdings's IJH Position: Q2 2026 in Review

HWG Holdings increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 324% in Q2 2026, buying an estimated $4.42M and bringing the position to 78,891 shares worth $6.08M. The position accounts for 1.38% of the portfolio, ranked #16.

HWG Holdings first reported a position in IJH in Q2 2015 and has held it in 26 quarters since. The position peaked at $28.7M in Q4 2016. 1,325 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

HWG Holdings held 78,891 shares of iShares Core S&P Mid-Cap ETF worth $6.08M as of Q2 2026.
HWG Holdings bought 60,301 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.42M.
iShares Core S&P Mid-Cap ETF made up 1.38% of HWG Holdings's portfolio in Q2 2026, its #16 holding.
HWG Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 26 quarters since.
HWG Holdings's iShares Core S&P Mid-Cap ETF position peaked at $28.7M in Q4 2016.
1,325 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on HWG Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.