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

MWA Asset 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	$1.64M	Sell	21,208 -542	-2%	-$39.8K	0.74%	40
2026 Q1	$1.47M	Buy	21,750 +90	+0.4%	+$6.24K	0.8%	40
2025 Q4	$1.43M	Sell	21,660 -77	-0.4%	-$5.04K	0.8%	39
2025 Q3	$1.42M	Buy	21,737 +65	+0.3%	+$4.18K	0.78%	37
2025 Q2	$1.34M	Sell	21,672 -355	-2%	-$20.8K	0.82%	38
2025 Q1	$1.29M	Sell	22,027 -101	-0.5%	-$6.27K	0.89%	36
2024 Q4	$1.38M	Buy	22,128 +566	+3%	+$36.3K	0.92%	35
2024 Q3	$1.34M	Buy	21,562 +291	+1%	+$17.5K	0.89%	33
2024 Q2	$1.24M	Buy	21,271 +21	+0.1%	+$1.23K	0.89%	38
2024 Q1	$1.29M	Buy	21,250 +655	+3%	+$37.1K	0.94%	37
2023 Q4	$1.14M	Buy	20,595 +210	+1%	+$10.7K	0.94%	39
2023 Q3	$1.02M	Buy	+20,385	New	+$1.07M	0.98%	32

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

MWA Asset Management's IJH Position: Q2 2026 in Review

MWA Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, selling an estimated $39.8K and leaving 21,208 shares worth $1.64M. The position accounts for 0.74% of the portfolio, ranked #40.

MWA Asset Management first reported a position in IJH in Q3 2023 and has held it in 12 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

MWA Asset Management held 21,208 shares of iShares Core S&P Mid-Cap ETF worth $1.64M as of Q2 2026.
MWA Asset Management sold 542 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $39.8K.
iShares Core S&P Mid-Cap ETF made up 0.74% of MWA Asset Management's portfolio in Q2 2026, its #40 holding.
MWA Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.