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

Narwhal 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	$243K	Hold	3,150	–	–	0.02%	150
2026 Q1	$213K	Sell	3,150 -7,655	-71%	-$531K	0.02%	162
2025 Q4	$713K	Hold	10,805	–	–	0.05%	107
2025 Q3	$705K	Hold	10,805	–	–	0.05%	113
2025 Q2	$670K	Sell	10,805 -2,975	-22%	-$175K	0.05%	117
2025 Q1	$804K	Hold	13,780	–	–	0.07%	112
2024 Q4	$859K	Hold	13,780	–	–	0.08%	111
2024 Q3	$859K	Sell	13,780 -1,180	-8%	-$71.2K	0.08%	106
2024 Q2	$875K	Sell	14,960 -125	-0.8%	-$7.34K	0.08%	107
2024 Q1	$916K	Hold	15,085	–	–	0.09%	105
2023 Q4	$836K	Buy	15,085 +1,305	+9%	+$66.2K	0.09%	107
2023 Q3	$687K	Sell	13,780 -70	-0.5%	-$3.67K	0.08%	118
2023 Q2	$724K	Buy	13,850 +3,400	+33%	+$169K	0.09%	114
2023 Q1	$523K	Hold	10,450	–	–	0.07%	119
2022 Q4	$506K	Hold	10,450	–	–	0.07%	121
2022 Q3	$458K	Hold	10,450	–	–	0.07%	115
2022 Q2	$473K	Sell	10,450 -1,095	-9%	-$54.1K	0.06%	111
2022 Q1	$620K	Hold	11,545	–	–	0.07%	107
2021 Q4	$654K	Hold	11,545	–	–	0.07%	106
2021 Q3	$607K	Hold	11,545	–	–	0.08%	106
2021 Q2	$620K	Buy	+11,545	New	+$623K	0.08%	109

Other funds holding IJH

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

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

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

Narwhal Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,150 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #150.

Narwhal Capital Management first reported a position in IJH in Q2 2021 and has held it in 21 quarters since. The position peaked at $916K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Narwhal Capital Management held 3,150 shares of iShares Core S&P Mid-Cap ETF worth $243K as of Q2 2026.
Narwhal Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #150 holding.
Narwhal Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Narwhal Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $916K in Q1 2024.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.