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

LVM Capital 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	$1.18M	Hold	15,286	–	–	0.1%	73
2026 Q1	$1.03M	Sell	15,286 -971	-6%	-$67.4K	0.1%	75
2025 Q4	$1.07M	Sell	16,257 -1,510	-8%	-$98.9K	0.1%	72
2025 Q3	$1.16M	Buy	17,767 +1,510	+9%	+$97K	0.11%	72
2025 Q2	$1.01M	Sell	16,257 -725	-4%	-$42.6K	0.1%	76
2025 Q1	$991K	Sell	16,982 -50	-0.3%	-$3.1K	0.11%	76
2024 Q4	$1.06M	Sell	17,032 -437	-3%	-$28K	0.11%	68
2024 Q3	$1.02M	Hold	17,469	–	–	0.12%	68
2024 Q2	$1.02M	Sell	17,469 -1	-0%	-$59	0.12%	68
2024 Q1	$1.06M	Sell	17,470 -5	-0%	-$283	0.13%	64
2023 Q4	$969K	Buy	17,475 +9,120	+109%	+$463K	0.12%	69
2023 Q3	$417K	Hold	8,355	–	–	0.06%	108
2023 Q2	$437K	Hold	8,355	–	–	0.06%	105
2023 Q1	$418K	Sell	8,355 -145	-2%	-$7.39K	0.06%	105
2022 Q4	$411K	Hold	8,500	–	–	0.06%	97
2022 Q3	$373K	Sell	8,500 -125	-1%	-$6.04K	0.06%	98
2022 Q2	$390K	Buy	8,625 +725	+9%	+$35.8K	0.06%	98
2022 Q1	$424K	Hold	7,900	–	–	0.06%	103
2021 Q4	$447K	Buy	7,900 +145	+2%	+$8.07K	0.06%	89
2021 Q3	$408K	Sell	7,755 -500	-6%	-$26.9K	0.06%	95
2021 Q2	$444K	Sell	8,255 -510	-6%	-$27.5K	0.07%	86
2021 Q1	$456K	Sell	8,765 -635	-7%	-$31.7K	0.07%	83
2020 Q4	$432K	Sell	9,400 -720	-7%	-$30.3K	0.07%	81
2020 Q3	$375K	Sell	10,120 -615	-6%	-$23K	0.07%	79
2020 Q2	$382K	Sell	10,735 -385	-3%	-$12.8K	0.08%	75
2020 Q1	$320K	Hold	11,120	–	–	0.08%	77
2019 Q4	$458K	Hold	11,120	–	–	0.09%	78
2019 Q3	$430K	Sell	11,120 -100	-0.9%	-$3.84K	0.09%	78
2019 Q2	$436K	Sell	11,220 -125	-1%	-$4.79K	0.1%	72
2019 Q1	$430K	Sell	11,345 -1,385	-11%	-$51.1K	0.1%	73
2018 Q4	$423K	Buy	12,730 +1,185	+10%	+$43.2K	0.11%	68
2018 Q3	$465K	Sell	11,545 -1,545	-12%	-$62.1K	0.11%	72
2018 Q2	$510K	Sell	13,090 -405	-3%	-$15.6K	0.12%	69
2018 Q1	$506K	Sell	13,495 -190	-1%	-$7.27K	0.12%	67
2017 Q4	$519K	Sell	13,685 -625	-4%	-$23.1K	0.12%	65
2017 Q3	$512K	Hold	14,310	–	–	0.12%	64
2017 Q2	$498K	Buy	14,310 +430	+3%	+$14.8K	0.13%	64
2017 Q1	$475K	Sell	13,880 -690	-5%	-$23.5K	0.12%	69
2016 Q4	$482K	Buy	+14,570	New	+$462K	0.13%	65

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

LVM Capital Management's IJH Position: Q2 2026 in Review

LVM Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 15,286 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #73.

LVM Capital Management first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

LVM Capital Management held 15,286 shares of iShares Core S&P Mid-Cap ETF worth $1.18M as of Q2 2026.
LVM Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of LVM Capital Management's portfolio in Q2 2026, its #73 holding.
LVM Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.