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KWMG LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

KWMG LLC’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 		$972K Sell
12,600
-77
-0.6% -$5.65K 0.07% 99
2026
Q1 		$856K Sell
12,677
-61
-0.5% -$4.23K 0.07% 104
2025
Q4 		$841K Buy
12,738
+1,645
+15% +$108K 0.07% 106
2025
Q3 		$724K Sell
11,093
-252
-2% -$16.2K 0.06% 110
2025
Q2 		$704K Hold
11,345
– – 0.07% 111
2025
Q1 		$662K Buy
11,345
+28
+0.2% +$1.74K 0.07% 111
2024
Q4 		$705K Sell
11,317
-5
-0% -$321 0.07% 107
2024
Q3 		$706K Sell
11,322
-30
-0.3% -$1.81K 0.07% 109
2024
Q2 		$664K Sell
11,352
-718
-6% -$42.2K 0.07% 107
2024
Q1 		$733K Sell
12,070
-1,645
-12% -$93.1K 0.08% 105
2023
Q4 		$760K Sell
13,715
-905
-6% -$45.9K 0.09% 105
2023
Q3 		$729K Sell
14,620
-2,565
-15% -$134K 0.09% 106
2023
Q2 		$899K Sell
17,185
-3,785
-18% -$188K 0.11% 104
2023
Q1 		$1.05M Sell
20,970
-2,595
-11% -$132K 0.14% 103
2022
Q4 		$1.14M Sell
23,565
-4,730
-17% -$229K 0.16% 104
2022
Q3 		$1.24M Buy
28,295
+835
+3% +$40.4K 0.19% 103
2022
Q2 		$1.24M Sell
27,460
-1,315
-5% -$64.9K 0.19% 103
2022
Q1 		$1.54M Buy
28,775
+905
+3% +$48.2K 0.21% 99
2021
Q4 		$1.58M Sell
27,870
-570
-2% -$31.7K 0.21% 101
2021
Q3 		$1.5M Sell
28,440
-110
-0.4% -$5.92K 0.22% 99
2021
Q2 		$1.51M Sell
28,550
-50
-0.2% -$2.7K 0.23% 100
2021
Q1 		$1.49M Sell
28,600
-3,795
-12% -$190K 0.24% 100
2020
Q4 		$1.49M Buy
32,395
+1,845
+6% +$77.7K 0.27% 100
2020
Q3 		$1.13M Sell
30,550
-770
-2% -$28.8K 0.23% 98
2020
Q2 		$1.11M Buy
31,320
+210
+0.7% +$6.97K 0.24% 98
2020
Q1 		$895K Sell
31,110
-6,645
-18% -$247K 0.24% 96
2019
Q4 		$1.55M Buy
37,755
+2,485
+7% +$98.5K 0.34% 80
2019
Q3 		$1.36M Sell
35,270
-3,595
-9% -$138K 0.33% 81
2019
Q2 		$1.51M Sell
38,865
-1,075
-3% -$41.2K 0.36% 77
2019
Q1 		$1.51M Sell
39,940
-16,110
-29% -$595K 0.38% 77
2018
Q4 		$1.86M Buy
56,050
+11,010
+24% +$402K 0.51% 70
2018
Q3 		$1.81M Sell
45,040
-885
-2% -$35.6K 0.46% 76
2018
Q2 		$1.79M Sell
45,925
-750
-2% -$29K 0.49% 75
2018
Q1 		$1.75M Buy
46,675
+28,055
+151% +$1.07M 0.52% 69
2017
Q4 		$707K Sell
18,620
-165
-0.9% -$6.1K 0.21% 89
2017
Q3 		$672K Sell
18,785
-115
-0.6% -$4K 0.22% 88
2017
Q2 		$658K Sell
18,900
-20
-0.1% -$690 0.23% 89
2017
Q1 		$648K Sell
18,920
-650
-3% -$22.1K 0.25% 88
2016
Q4 		$647K Sell
19,570
-70
-0.4% -$2.22K 0.28% 98
2016
Q3 		$608K Sell
19,640
-1,485
-7% -$45.9K 0.3% 96
2016
Q2 		$631K Hold
21,125
– – 0.34% 87
2016
Q1 		$609K Sell
21,125
-240
-1% -$6.41K 0.36% 87
2015
Q4 		$595K Sell
21,365
-775
-4% -$22.1K 0.4% 76
2015
Q3 		$605K Buy
22,140
+250
+1% +$7.27K 0.46% 63
2015
Q2 		$657K Buy
21,890
+1,850
+9% +$56.4K 0.48% 57
2015
Q1 		$608K Buy
20,040
+1,290
+7% +$38.2K 0.49% 54
2014
Q4 		$550K Buy
+18,750
New +$527K 0.46% 60

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWMG LLC's IJH Position: Q2 2026 in Review

KWMG LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.61% in Q2 2026, selling an estimated $5.65K and leaving 12,600 shares worth $972K. The position accounts for 0.07% of the portfolio, ranked #99.

KWMG LLC first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.86M in Q4 2018. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • KWMG LLC held 12,600 shares of iShares Core S&P Mid-Cap ETF worth $972K as of Q2 2026.
  • KWMG LLC sold 77 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.65K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of KWMG LLC's portfolio in Q2 2026, its #99 holding.
  • KWMG LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • KWMG LLC's iShares Core S&P Mid-Cap ETF position peaked at $1.86M in Q4 2018.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.