Nordwand Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Nordwand Advisors’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	$2.07M	Sell	26,796 -1,493	-5%	-$110K	0.32%	68
2026 Q1	$1.91M	Sell	28,289 -1,973	-7%	-$137K	0.33%	68
2025 Q4	$2M	Sell	30,262 -18,710	-38%	-$1.23M	0.35%	67
2025 Q3	$3.2M	Sell	48,972 -4,798	-9%	-$308K	0.51%	57
2025 Q2	$3.33M	Buy	+53,770	New	+$3.16M	0.52%	53

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nordwand Advisors's IJH Position: Q2 2026 in Review

Nordwand Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q2 2026, selling an estimated $110K and leaving 26,796 shares worth $2.07M. The position accounts for 0.32% of the portfolio, ranked #68.

Nordwand Advisors first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.33M in Q2 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Nordwand Advisors held 26,796 shares of iShares Core S&P Mid-Cap ETF worth $2.07M as of Q2 2026.
Nordwand Advisors sold 1,493 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $110K.
iShares Core S&P Mid-Cap ETF made up 0.32% of Nordwand Advisors's portfolio in Q2 2026, its #68 holding.
Nordwand Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Nordwand Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.33M in Q2 2025.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.