Smith Shellnut Wilson’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Smith Shellnut Wilson’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	$8.95M	Sell	116,017 -5,053	-4%	-$371K	3.34%	7
2026 Q1	$8.18M	Buy	121,070 +305	+0.3%	+$21.2K	3.57%	7
2025 Q4	$7.97M	Sell	120,765 -210	-0.2%	-$13.8K	3.06%	9
2025 Q3	$7.89M	Buy	120,975 +29,436	+32%	+$1.89M	3.03%	9
2025 Q2	$5.68M	Sell	91,539 -15,602	-15%	-$916K	2.46%	9
2025 Q1	$6.25M	Buy	107,141 +600	+0.6%	+$37.3K	2.87%	9
2024 Q4	$6.64M	Buy	106,541 +1,203	+1%	+$77.2K	2.94%	9
2024 Q3	$6.56M	Sell	105,338 -767	-0.7%	-$46.3K	2.97%	9
2024 Q2	$6.21M	Sell	106,105 -783	-0.7%	-$46K	3.01%	9
2024 Q1	$6.49M	Sell	106,888 -1,707	-2%	-$96.6K	3.44%	8
2023 Q4	$6.02M	Sell	108,595 -1,005	-0.9%	-$51K	3.45%	8
2023 Q3	$5.47M	Sell	109,600 -3,295	-3%	-$173K	3.34%	8
2023 Q2	$5.9M	Sell	112,895 -3,780	-3%	-$188K	3.33%	8
2023 Q1	$5.84M	Sell	116,675 -1,620	-1%	-$82.5K	3.55%	6
2022 Q4	$5.72M	Buy	+118,295	New	+$5.72M	3.53%	6
2022 Q3	–	Sell	-117,870	Closed	-$5.7M	–	6
2022 Q2	$5.33M	Sell	117,870 -350	-0.3%	-$17.3K	3.3%	7
2022 Q1	$6.34M	Sell	118,220 -7,720	-6%	-$411K	3.32%	7
2021 Q4	$7.13M	Buy	125,940 +1,080	+0.9%	+$60.1K	3.53%	5
2021 Q3	$6.57M	Sell	124,860 -1,280	-1%	-$68.9K	3.8%	5
2021 Q2	$6.78M	Sell	126,140 -890	-0.7%	-$48.1K	3.94%	5
2021 Q1	$6.61M	Sell	127,030 -5,335	-4%	-$266K	4.04%	5
2020 Q4	$6.08M	Buy	132,365 +106,085	+404%	+$4.47M	3.63%	6
2020 Q3	$28.4M	Sell	26,280 -115,795	-82%	-$4.33M	10.6%	2
2020 Q2	$5.05M	Sell	142,075 -120	-0.1%	-$3.98K	3.62%	8
2020 Q1	$4.09M	Buy	142,195 +21,360	+18%	+$794K	3.43%	8
2019 Q4	$4.97M	Buy	120,835 +3,895	+3%	+$154K	3.31%	6
2019 Q3	$4.52M	Sell	116,940 -6,220	-5%	-$239K	3.35%	7
2019 Q2	$4.79M	Buy	123,160 +28,720	+30%	+$1.1M	3.59%	6
2019 Q1	$3.58M	Buy	+94,440	New	+$3.49M	2.83%	10

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

Smith Shellnut Wilson's IJH Position: Q2 2026 in Review

Smith Shellnut Wilson reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q2 2026, selling an estimated $371K and leaving 116,017 shares worth $8.95M. The position accounts for 3.34% of the portfolio, ranked #7.

Smith Shellnut Wilson first reported a position in IJH in Q1 2019 and has held it in 29 quarters since. The position peaked at $28.4M in Q3 2020. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Smith Shellnut Wilson held 116,017 shares of iShares Core S&P Mid-Cap ETF worth $8.95M as of Q2 2026.
Smith Shellnut Wilson sold 5,053 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $371K.
iShares Core S&P Mid-Cap ETF made up 3.34% of Smith Shellnut Wilson's portfolio in Q2 2026, its #7 holding.
Smith Shellnut Wilson first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Smith Shellnut Wilson's iShares Core S&P Mid-Cap ETF position peaked at $28.4M in Q3 2020.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.