Mitchell McLeod Pugh & Williams’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$757K Buy
9,813
+746
+8% +$54.7K 0.09% 172
2026
Q1
$612K Buy
9,067
+1,400
+18% +$97.1K 0.09% 174
2025
Q4
$550K Buy
+7,667
New +$502K 0.08% 190
2025
Q3
Sell
-5,890
Closed -$365K 283
2025
Q2
$365K Buy
5,890
+165
+3% +$9.69K 0.07% 207
2025
Q1
$334K Buy
+5,725
New +$356K 0.07% 209

Other funds holding IJH

Mitchell McLeod Pugh & Williams's IJH Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.2% in Q2 2026, buying an estimated $54.7K and bringing the position to 9,813 shares worth $757K. The position accounts for 0.09% of the portfolio, ranked #172.

Mitchell McLeod Pugh & Williams first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 9,813 shares of iShares Core S&P Mid-Cap ETF worth $757K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 746 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $54.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #172 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.