Kavar Capital Partners Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kavar Capital Partners Group’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	$1.64M	Hold	21,227	–	–	0.2%	83
2026 Q1	$1.43M	Hold	21,227	–	–	0.18%	90
2025 Q4	$1.4M	Hold	21,227	–	–	0.19%	87
2025 Q3	$1.39M	Sell	21,227 -87	-0.4%	-$5.59K	0.18%	90
2025 Q2	$1.32M	Sell	21,314 -174	-0.8%	-$10.2K	0.19%	93
2025 Q1	$1.25M	Hold	21,488	–	–	0.21%	87
2024 Q4	$1.34M	Sell	21,488 -20	-0.1%	-$1.28K	0.23%	82
2024 Q3	$1.34M	Buy	21,508 +20	+0.1%	+$1.21K	0.21%	88
2024 Q2	$1.26M	Sell	21,488 -402	-2%	-$23.6K	0.23%	84
2024 Q1	$1.33M	Sell	21,890 -21,890	-50%	-$1.24M	0.25%	81
2023 Q4	$2.43M	Buy	43,780 +22,325	+104%	+$1.13M	0.27%	76
2023 Q3	$1.07M	Sell	21,455 -540	-2%	-$28.3K	0.23%	83
2023 Q2	$1.15M	Hold	21,995	–	–	0.25%	83
2023 Q1	$1.1M	Hold	21,995	–	–	0.24%	83
2022 Q4	$1.06M	Hold	21,995	–	–	0.25%	80
2022 Q3	$965K	Hold	21,995	–	–	0.25%	84
2022 Q2	$995K	Hold	21,995	–	–	0.23%	84
2022 Q1	$1.18M	Hold	21,995	–	–	0.26%	83
2021 Q4	$1.25M	Sell	21,995 -195	-0.9%	-$10.9K	0.26%	84
2021 Q3	$1.17M	Hold	22,190	–	–	0.27%	87
2021 Q2	$1.19M	Buy	22,190 +14,645	+194%	+$791K	0.29%	85
2021 Q1	$393K	Hold	7,545	–	–	0.11%	111
2020 Q4	$347K	Hold	7,545	–	–	0.1%	124
2020 Q3	$280K	Hold	7,545	–	–	0.09%	123
2020 Q2	$268K	Hold	7,545	–	–	0.1%	107
2020 Q1	$217K	Hold	7,545	–	–	0.1%	106
2019 Q4	$311K	Hold	7,545	–	–	0.12%	104
2019 Q3	$292K	Hold	7,545	–	–	0.11%	111
2019 Q2	$293K	Hold	7,545	–	–	0.12%	102
2019 Q1	$286K	Hold	7,545	–	–	0.13%	104
2018 Q4	$251K	Hold	7,545	–	–	0.14%	92
2018 Q3	$304K	Buy	7,545 +540	+8%	+$21.7K	0.15%	84
2018 Q2	$273K	Hold	7,005	–	–	0.14%	91
2018 Q1	$263K	Sell	7,005 -2,000	-22%	-$76.5K	0.14%	93
2017 Q4	$342K	Hold	9,005	–	–	0.18%	83
2017 Q3	$322K	Hold	9,005	–	–	0.18%	89
2017 Q2	$313K	Hold	9,005	–	–	0.17%	93
2017 Q1	$308K	Sell	9,005 -260	-3%	-$8.85K	0.17%	93
2016 Q4	$306K	Sell	9,265 -155	-2%	-$4.92K	0.19%	83
2016 Q3	$291K	Hold	9,420	–	–	0.19%	88
2016 Q2	$281K	Sell	9,420 -330	-3%	-$9.68K	0.18%	90
2016 Q1	$281K	Sell	9,750 -970	-9%	-$25.9K	0.19%	88
2015 Q4	$298K	Hold	10,720	–	–	0.19%	90
2015 Q3	$292K	Sell	10,720 -5,080	-32%	-$148K	0.21%	89
2015 Q2	$473K	Sell	15,800 -1,440	-8%	-$43.9K	0.32%	92
2015 Q1	$524K	Sell	17,240 -175	-1%	-$5.18K	0.45%	78
2014 Q4	$504K	Sell	17,415 -680	-4%	-$19.1K	0.4%	98
2014 Q3	$495K	Sell	18,095 -5,100	-22%	-$144K	0.42%	94
2014 Q2	$664K	Sell	23,195 -15,865	-41%	-$436K	0.56%	77
2014 Q1	$1.07M	Sell	39,060 -925	-2%	-$24.9K	0.89%	41
2013 Q4	$1.07M	Buy	+39,985	New	+$1.03M	0.96%	37

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kavar Capital Partners Group's IJH Position: Q2 2026 in Review

Kavar Capital Partners Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 21,227 shares worth $1.64M. The position accounts for 0.2% of the portfolio, ranked #83.

Kavar Capital Partners Group first reported a position in IJH in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.43M in Q4 2023. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kavar Capital Partners Group held 21,227 shares of iShares Core S&P Mid-Cap ETF worth $1.64M as of Q2 2026.
Kavar Capital Partners Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.2% of Kavar Capital Partners Group's portfolio in Q2 2026, its #83 holding.
Kavar Capital Partners Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
Kavar Capital Partners Group's iShares Core S&P Mid-Cap ETF position peaked at $2.43M in Q4 2023.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.