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

Lewis Asset Management’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	$611K	Buy	7,922 +32	+0.4%	+$2.35K	0.21%	104
2026 Q1	$533K	Sell	7,890 -223	-3%	-$15.5K	0.22%	108
2025 Q4	$535K	Sell	8,113 -244	-3%	-$16K	0.22%	102
2025 Q3	$545K	Buy	8,357 +147	+2%	+$9.45K	0.22%	100
2025 Q2	$509K	Buy	8,210 +428	+5%	+$25.1K	0.24%	100
2025 Q1	$454K	Sell	7,782 -92	-1%	-$5.71K	0.38%	70
2024 Q4	$491K	Sell	7,874 -310	-4%	-$19.9K	0.37%	67
2024 Q3	$510K	Buy	8,184 +152	+2%	+$9.17K	0.37%	67
2024 Q2	$470K	Buy	8,032 +608	+8%	+$35.7K	0.36%	63
2024 Q1	$451K	Buy	7,424 +499	+7%	+$28.3K	0.37%	65
2023 Q4	$384K	Buy	+6,925	New	+$351K	0.35%	69

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Lewis Asset Management's IJH Position: Q2 2026 in Review

Lewis Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.41% in Q2 2026, buying an estimated $2.35K and bringing the position to 7,922 shares worth $611K. The position accounts for 0.21% of the portfolio, ranked #104.

Lewis Asset Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,393 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Lewis Asset Management held 7,922 shares of iShares Core S&P Mid-Cap ETF worth $611K as of Q2 2026.
Lewis Asset Management bought 32 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.35K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Lewis Asset Management's portfolio in Q2 2026, its #104 holding.
Lewis Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,393 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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