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

Magnolia Capital Advisors’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	$1.27M	Sell	16,490 -750	-4%	-$55K	0.22%	115
2026 Q1	$1.16M	Sell	17,240 -1,270	-7%	-$88.1K	0.23%	112
2025 Q4	$1.22M	Buy	18,510 +3,077	+20%	+$202K	0.26%	98
2025 Q3	$1.01M	Buy	15,433 +158	+1%	+$10.2K	0.26%	100
2025 Q2	$947K	Sell	15,275 -457	-3%	-$26.8K	0.24%	107
2025 Q1	$918K	Sell	15,732 -259	-2%	-$16.1K	0.25%	103
2024 Q4	$996K	Buy	15,991 +791	+5%	+$50.7K	0.26%	99
2024 Q3	$947K	Sell	15,200 -87	-0.6%	-$5.25K	0.47%	65
2024 Q2	$895K	Buy	+15,287	New	+$898K	0.5%	60
2023 Q3	–	Sell	-24,750	Closed	-$1.29M	–	104
2023 Q2	$1.29M	Buy	24,750 +350	+1%	+$17.4K	0.65%	45
2023 Q1	$1.22M	Sell	24,400 -80	-0.3%	-$4.08K	0.63%	47
2022 Q4	$1.18M	Sell	24,480 -185	-0.8%	-$8.94K	0.79%	36
2022 Q3	$1.08M	Sell	24,665 -105	-0.4%	-$5.08K	0.92%	32
2022 Q2	$1.12M	Sell	24,770 -770	-3%	-$38K	1.02%	33
2022 Q1	$1.37M	Sell	25,540 -31,000	-55%	-$1.65M	0.54%	53
2021 Q4	$3.2M	Buy	56,540 +29,025	+105%	+$1.62M	0.94%	28
2021 Q3	$1.45M	Sell	27,515 -225	-0.8%	-$12.1K	0.51%	48
2021 Q2	$1.49M	Sell	27,740 -2,585	-9%	-$140K	0.66%	33
2021 Q1	$1.58M	Sell	30,325 -950	-3%	-$47.4K	3.12%	6
2020 Q4	$1.44M	Sell	31,275 -35	-0.1%	-$1.48K	0.93%	28
2020 Q3	$1.16M	Buy	31,310 +160	+0.5%	+$5.98K	0.91%	26
2020 Q2	$1.11M	Buy	31,150 +1,365	+5%	+$45.3K	1.42%	19
2020 Q1	$857K	Buy	29,785 +5,750	+24%	+$214K	1.66%	15
2019 Q4	$989K	Buy	+24,035	New	+$953K	0.94%	25

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

Magnolia Capital Advisors's IJH Position: Q2 2026 in Review

Magnolia Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.4% in Q2 2026, selling an estimated $55K and leaving 16,490 shares worth $1.27M. The position accounts for 0.22% of the portfolio, ranked #115.

Magnolia Capital Advisors first reported a position in IJH in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.2M in Q4 2021. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Magnolia Capital Advisors held 16,490 shares of iShares Core S&P Mid-Cap ETF worth $1.27M as of Q2 2026.
Magnolia Capital Advisors sold 750 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $55K.
iShares Core S&P Mid-Cap ETF made up 0.22% of Magnolia Capital Advisors's portfolio in Q2 2026, its #115 holding.
Magnolia Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
Magnolia Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.2M in Q4 2021.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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