Leavell Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.3M Sell
276,503
-5,830
-2% -$428K 0.78% 24
2026
Q1
$19.1M Sell
282,333
-2,301
-0.8% -$160K 0.78% 25
2025
Q4
$18.8M Sell
284,634
-4,870
-2% -$319K 0.78% 25
2025
Q3
$18.9M Sell
289,504
-6,148
-2% -$395K 0.8% 25
2025
Q2
$18.3M Buy
295,652
+8,401
+3% +$493K 0.82% 21
2025
Q1
$16.8M Sell
287,251
-4,242
-1% -$263K 0.83% 28
2024
Q4
$18.2M Sell
291,493
-2,472
-0.8% -$159K 0.89% 22
2024
Q3
$18.3M Buy
293,965
+6,295
+2% +$380K 0.91% 19
2024
Q2
$16.8M Sell
287,670
-761
-0.3% -$44.7K 0.93% 18
2024
Q1
$17.5M Sell
288,431
-924
-0.3% -$52.3K 1.01% 17
2023
Q4
$16M Buy
289,355
+8,895
+3% +$451K 1.02% 17
2023
Q3
$14.1M Buy
280,460
+25,725
+10% +$1.35M 0.98% 17
2023
Q2
$13.3M Buy
254,735
+5,895
+2% +$293K 0.9% 20
2023
Q1
$12.4M Buy
248,840
+3,115
+1% +$159K 0.89% 26
2022
Q4
$11.9M Buy
245,725
+7,195
+3% +$348K 0.89% 28
2022
Q3
$10.5M Buy
238,530
+700
+0.3% +$33.8K 0.83% 30
2022
Q2
$10.8M Sell
237,830
-1,475
-0.6% -$72.8K 0.82% 31
2022
Q1
$12.8M Sell
239,305
-13,225
-5% -$704K 0.88% 22
2021
Q4
$14.3M Sell
252,530
-950
-0.4% -$52.9K 0.95% 21
2021
Q3
$13.3M Sell
253,480
-4,465
-2% -$240K 0.99% 24
2021
Q2
$13.4M Hold
257,945
1.09% 21
2021
Q1
$13.4M Sell
257,945
-865
-0.3% -$43.2K 1.09% 21
2020
Q4
$11.9M Sell
258,810
-19,030
-7% -$802K 1.03% 23
2020
Q3
$10.3M Sell
277,840
-24,990
-8% -$934K 0.89% 28
2020
Q2
$10.8M Sell
302,830
-41,305
-12% -$1.37M 1.05% 25
2020
Q1
$9.9M Sell
344,135
-13,775
-4% -$512K 1.15% 22
2019
Q4
$14.7M Buy
357,910
+510
+0.1% +$20.2K 1.38% 14
2019
Q3
$13.8M Sell
357,400
-2,355
-0.7% -$90.5K 1.42% 13
2019
Q2
$14M Buy
359,755
+1,605
+0.4% +$61.5K 1.47% 12
2019
Q1
$13.6M Buy
358,150
+16,845
+5% +$622K 1.52% 10
2018
Q4
$11.3M Sell
341,305
-21,180
-6% -$773K 1.42% 10
2018
Q3
$14.7M Sell
362,485
-720
-0.2% -$28.9K 1.58% 10
2018
Q2
$14.2M Sell
363,205
-1,215
-0.3% -$46.9K 1.61% 10
2018
Q1
$13.7M Sell
364,420
-7,120
-2% -$272K 1.59% 10
2017
Q4
$14.1M Sell
371,540
-19,035
-5% -$704K 1.66% 9
2017
Q3
$14M Sell
390,575
-31,635
-7% -$1.1M 1.73% 9
2017
Q2
$14.7M Sell
422,210
-6,065
-1% -$209K 1.86% 6
2017
Q1
$14.7M Buy
428,275
+34,900
+9% +$1.19M 1.88% 6
2016
Q4
$13M Sell
393,375
-49,705
-11% -$1.58M 1.79% 7
2016
Q3
$13.7M Buy
443,080
+2,745
+0.6% +$84.8K 2.02% 5
2016
Q2
$13.2M Buy
440,335
+1,285
+0.3% +$37.7K 1.94% 5
2016
Q1
$12.7M Sell
439,050
-3,430
-0.8% -$91.6K 1.9% 7
2015
Q4
$12.3M Buy
442,480
+3,400
+0.8% +$97.1K 1.81% 7
2015
Q3
$12M Sell
439,080
-10,675
-2% -$310K 1.9% 4
2015
Q2
$13.5M Sell
449,755
-2,430
-0.5% -$74.1K 2.09% 4
2015
Q1
$13.7M Buy
452,185
+10,555
+2% +$312K 2.08% 4
2014
Q4
$12.8M Sell
441,630
-107,330
-20% -$3.02M 1.97% 4
2014
Q3
$15M Buy
548,960
+9,355
+2% +$264K 2.39% 2
2014
Q2
$15.4M Sell
539,605
-44,285
-8% -$1.22M 2.44% 2
2014
Q1
$16.1M Buy
583,890
+6,800
+1% +$183K 2.68% 2
2013
Q4
$15.4M Sell
577,090
-8,725
-1% -$225K 2.61% 2
2013
Q3
$14.5M Buy
585,815
+46,440
+9% +$1.13M 2.62% 2
2013
Q2
$12.5M Buy
+539,375
New +$12.5M 2.32% 3

Other funds holding IJH

Leavell Investment Management's IJH Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, selling an estimated $428K and leaving 276,503 shares worth $21.3M. The position accounts for 0.78% of the portfolio, ranked #24.

Leavell Investment Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Leavell Investment Management held 276,503 shares of iShares Core S&P Mid-Cap ETF worth $21.3M as of Q2 2026.
  • Leavell Investment Management sold 5,830 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $428K.
  • iShares Core S&P Mid-Cap ETF made up 0.78% of Leavell Investment Management's portfolio in Q2 2026, its #24 holding.
  • Leavell Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.