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 Q2	$1.06M	Buy	13,799 +10,828	+364%	+$794K	0.11%	53
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 $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

Lavaca Capital's IJH Position: Q2 2026 in Review

Lavaca Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 364% in Q2 2026, buying an estimated $794K and bringing the position to 13,799 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #53.

Lavaca Capital first reported a position in IJH in Q1 2021 and has held it in 18 quarters since. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lavaca Capital held 13,799 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q2 2026.
Lavaca Capital bought 10,828 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $794K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Lavaca Capital's portfolio in Q2 2026, its #53 holding.
Lavaca Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 18 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.