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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$282K Buy
3,733
+9
+0.2% +$660 0.26% 69
2026
Q1
$273K Buy
3,724
+9
+0.2% +$624 0.24% 76
2025
Q4
$245K Buy
+3,715
New +$243K 0.23% 83

Other funds holding IJH

SPWM Advisors's IJH Position: Q2 2026 in Review

SPWM Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.24% in Q2 2026, buying an estimated $660 and bringing the position to 3,733 shares worth $282K. The position accounts for 0.26% of the portfolio, ranked #69.

SPWM Advisors first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • SPWM Advisors held 3,733 shares of iShares Core S&P Mid-Cap ETF worth $282K as of Q2 2026.
  • SPWM Advisors bought 9 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $660.
  • iShares Core S&P Mid-Cap ETF made up 0.26% of SPWM Advisors's portfolio in Q2 2026, its #69 holding.
  • SPWM Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.