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

MV 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	$1.05M	Sell	13,635 -510	-4%	-$37.4K	0.09%	95
2026 Q1	$955K	Buy	14,145 +125	+0.9%	+$8.67K	0.09%	96
2025 Q4	$925K	Hold	14,020	–	–	0.09%	100
2025 Q3	$915K	Hold	14,020	–	–	0.09%	98
2025 Q2	$870K	Sell	14,020 -2,524	-15%	-$148K	0.09%	101
2025 Q1	$965K	Buy	16,544 +908	+6%	+$56.4K	0.1%	95
2024 Q4	$974K	Buy	15,636 +959	+7%	+$61.5K	0.1%	92
2024 Q3	$915K	Buy	14,677 +536	+4%	+$32.3K	0.1%	99
2024 Q2	$828K	Buy	14,141 +119	+0.8%	+$6.99K	0.09%	97
2024 Q1	$852K	Buy	14,022 +252	+2%	+$14.3K	0.1%	97
2023 Q4	$763K	Sell	13,770 -1,935	-12%	-$98.1K	0.1%	97
2023 Q3	$783K	Hold	15,705	–	–	0.1%	94
2023 Q2	$821K	Buy	15,705 +1,905	+14%	+$94.7K	0.11%	89
2023 Q1	$690K	Buy	13,800 +10,600	+331%	+$540K	0.1%	90
2022 Q4	$155K	Buy	3,200 +100	+3%	+$4.83K	0.02%	144
2022 Q3	$136K	Buy	3,100 +170	+6%	+$8.22K	0.02%	148
2022 Q2	$133K	Buy	2,930 +2,275	+347%	+$112K	0.02%	151
2022 Q1	$35K	Buy	+655	New	+$34.9K	0.01%	256
2020 Q2	–	Sell	-2,755	Closed	-$79K	–	322
2020 Q1	$79K	Sell	2,755 -36,525	-93%	-$1.36M	0.02%	133
2019 Q4	$1.62M	Sell	39,280 -475	-1%	-$18.8K	0.35%	39
2019 Q3	$1.54M	Sell	39,755 -945	-2%	-$36.3K	0.35%	39
2019 Q2	$1.58M	Buy	40,700 +200	+0.5%	+$7.67K	0.37%	38
2019 Q1	$1.53M	Sell	40,500 -3,400	-8%	-$126K	0.37%	37
2018 Q4	$1.46M	Buy	43,900 +33,100	+306%	+$1.21M	0.41%	34
2018 Q3	$435K	Sell	10,800 -70	-0.6%	-$2.81K	0.11%	60
2018 Q2	$423K	Sell	10,870 -200	-2%	-$7.73K	0.11%	62
2018 Q1	$415K	Sell	11,070 -565	-5%	-$21.6K	0.11%	60
2017 Q4	$442K	Buy	11,635 +285	+3%	+$10.5K	0.12%	58
2017 Q3	$406K	Hold	11,350	–	–	0.11%	61
2017 Q2	$395K	Hold	11,350	–	–	0.12%	65
2017 Q1	$389K	Sell	11,350 -250	-2%	-$8.51K	0.12%	62
2016 Q4	$384K	Buy	11,600 +625	+6%	+$19.8K	0.14%	60
2016 Q3	$340K	Hold	10,975	–	–	0.12%	60
2016 Q2	$328K	Hold	10,975	–	–	0.12%	66
2016 Q1	$316K	Sell	10,975 -1,735	-14%	-$46.3K	0.13%	65
2015 Q4	$354K	Buy	12,710 +4,565	+56%	+$130K	0.14%	66
2015 Q3	$223K	Buy	8,145 +65	+0.8%	+$1.89K	0.1%	66
2015 Q2	$242K	Buy	8,080 +80	+1%	+$2.44K	0.1%	63
2015 Q1	$243K	Hold	8,000	–	–	0.1%	56
2014 Q4	$232K	Buy	+8,000	New	+$225K	0.11%	60

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

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

MV Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, selling an estimated $37.4K and leaving 13,635 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #95.

MV Capital Management first reported a position in IJH in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.62M in Q4 2019. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MV Capital Management held 13,635 shares of iShares Core S&P Mid-Cap ETF worth $1.05M as of Q2 2026.
MV Capital Management sold 510 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $37.4K.
iShares Core S&P Mid-Cap ETF made up 0.09% of MV Capital Management's portfolio in Q2 2026, its #95 holding.
MV Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 40 quarters since.
MV Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.62M in Q4 2019.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.