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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Magnolia Capital Advisors's IJH Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q1 2026, selling an estimated $88.1K and leaving 17,240 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #112.

Magnolia Capital Advisors first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.2M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Magnolia Capital Advisors held 17,240 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q1 2026.
Magnolia Capital Advisors sold 1,270 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $88.1K.
iShares Core S&P Mid-Cap ETF made up 0.23% of Magnolia Capital Advisors's portfolio in Q1 2026, its #112 holding.
Magnolia Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
Magnolia Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.2M in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.