LC
IJH icon

Lawood & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lawood & Co’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
Q3 		$524K Hold
7,278
– – 0.36% 55
2026
Q2 		$561K Sell
7,278
-792
-10% -$58.1K 0.38% 54
2026
Q1 		$545K Hold
8,070
– – 0.51% 50
2025
Q4 		$533K Buy
+8,070
New +$529K 0.5% 55

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Lawood & Co's IJH Position: Q3 2026 in Review

Lawood & Co held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 7,278 shares worth $524K. The position accounts for 0.36% of the portfolio, ranked #55.

Lawood & Co first reported a position in IJH in Q4 2025 and has held it in 4 quarters since. The position peaked at $561K in Q2 2026. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Lawood & Co held 7,278 shares of iShares Core S&P Mid-Cap ETF worth $524K as of Q3 2026.
  • Lawood & Co left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.36% of Lawood & Co's portfolio in Q3 2026, its #55 holding.
  • Lawood & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's iShares Core S&P Mid-Cap ETF position peaked at $561K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.