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

Magnolia 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	$9.05M	Sell	117,375 -14,270	-11%	-$1.05M	6.25%	3
2026 Q1	$8.89M	Buy	131,645 +12,145	+10%	+$842K	5.99%	3
2025 Q4	$7.89M	Sell	119,500 -1,535	-1%	-$101K	5.87%	3
2025 Q3	$7.9M	Sell	121,035 -1,100	-0.9%	-$70.7K	6.06%	3
2025 Q2	$7.58M	Sell	122,135 -3,905	-3%	-$229K	6.05%	3
2025 Q1	$7.35M	Sell	126,040 -4,300	-3%	-$267K	6.31%	3
2024 Q4	$8.12M	Sell	130,340 -130	-0.1%	-$8.34K	6.45%	3
2024 Q3	$8.13M	Sell	130,470 -200	-0.2%	-$12.1K	6.47%	3
2024 Q2	$7.65M	Sell	130,670 -575	-0.4%	-$33.8K	6.42%	3
2024 Q1	$7.97M	Sell	131,245 -200	-0.2%	-$11.3K	6.77%	3
2023 Q4	$7.29M	Sell	131,445 -180	-0.1%	-$9.13K	6.65%	3
2023 Q3	$6.56M	Sell	131,625 -1,660	-1%	-$87K	6.38%	3
2023 Q2	$6.97M	Sell	133,285 -100	-0.1%	-$4.97K	6.29%	3
2023 Q1	$6.67M	Sell	133,385 -1,635	-1%	-$83.3K	6.27%	3
2022 Q4	$6.53M	Buy	135,020 +1,095	+0.8%	+$52.9K	6.37%	3
2022 Q3	$5.87M	Sell	133,925 -280	-0.2%	-$13.5K	6.05%	3
2022 Q2	$6.07M	Hold	134,205	–	–	5.94%	3
2022 Q1	$7.2M	Sell	134,205 -700	-0.5%	-$37.3K	5.97%	3
2021 Q4	$7.64M	Sell	134,905 -3,605	-3%	-$201K	6.02%	3
2021 Q3	$7.29M	Sell	138,510 -15,525	-10%	-$835K	6.28%	3
2021 Q2	$8.28M	Hold	154,035	–	–	7.97%	3
2021 Q1	$8.02M	Hold	154,035	–	–	7.92%	3
2020 Q4	$7.08M	Sell	154,035 -125	-0.1%	-$5.27K	7.29%	3
2020 Q3	$5.71M	Buy	154,160 +750	+0.5%	+$28K	6.71%	3
2020 Q2	$5.46M	Sell	153,410 -5,600	-4%	-$186K	6.94%	3
2020 Q1	$4.58M	Sell	159,010 -48,875	-24%	-$1.82M	6.83%	4
2019 Q4	$8.56M	Buy	+207,885	New	+$8.24M	8.55%	3

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Magnolia Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $1.05M and leaving 117,375 shares worth $9.05M. The position accounts for 6.25% of the portfolio, ranked #3.

Magnolia Capital Management first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Magnolia Capital Management held 117,375 shares of iShares Core S&P Mid-Cap ETF worth $9.05M as of Q2 2026.
Magnolia Capital Management sold 14,270 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.05M.
iShares Core S&P Mid-Cap ETF made up 6.25% of Magnolia Capital Management's portfolio in Q2 2026, its #3 holding.
Magnolia Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Magnolia Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.