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

Lavaca Capital’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 Q1	$201K	Sell	2,971 -4	-0.1%	-$277	0.04%	103
2025 Q4	$196K	Hold	2,975	–	–	0.03%	101
2025 Q3	$194K	Hold	2,975	–	–	0.03%	99
2025 Q2	$185K	Hold	2,975	–	–	0.07%	103
2025 Q1	$174K	Sell	2,975 -9,659	-76%	-$600K	0.07%	105
2024 Q4	$787K	Buy	12,634 +5,723	+83%	+$367K	0.31%	52
2024 Q3	$431K	Buy	+6,911	New	+$417K	0.18%	77
2024 Q1	–	Sell	-3,895	Closed	-$216K	–	87
2023 Q4	$216K	Sell	3,895 -3,605	-48%	-$183K	0.12%	87
2023 Q3	$374K	Buy	7,500 +2,550	+52%	+$134K	0.13%	116
2023 Q2	$259K	Buy	4,950 +245	+5%	+$12.2K	0.08%	141
2023 Q1	$235K	Sell	4,705 -20	-0.4%	-$1.02K	0.05%	169
2022 Q4	$229K	Hold	4,725	–	–	0.07%	163
2022 Q3	$207K	Buy	+4,725	New	+$228K	0.07%	131
2022 Q1	–	Sell	-5,075	Closed	-$287K	–	190
2021 Q4	$287K	Hold	5,075	–	–	0.04%	138
2021 Q3	$267K	Hold	5,075	–	–	0.03%	138
2021 Q2	$273K	Buy	5,075 +200	+4%	+$10.8K	0.03%	131
2021 Q1	$254K	Buy	+4,875	New	+$243K	0.02%	120

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lavaca Capital's IJH Position: Q1 2026 in Review

Lavaca Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q1 2026, selling an estimated $277 and leaving 2,971 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #103.

Lavaca Capital first reported a position in IJH in Q1 2021 and has held it in 17 quarters since. The position peaked at $787K in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Lavaca Capital held 2,971 shares of iShares Core S&P Mid-Cap ETF worth $201K as of Q1 2026.
Lavaca Capital sold 4 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $277.
iShares Core S&P Mid-Cap ETF made up 0.04% of Lavaca Capital's portfolio in Q1 2026, its #103 holding.
Lavaca Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 17 quarters since.
Lavaca Capital's iShares Core S&P Mid-Cap ETF position peaked at $787K in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.