Team Hewins’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Team Hewins’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	$228K	Hold	2,962	–	–	0.06%	39
2026 Q1	$200K	Sell	2,962 -122	-4%	-$8.46K	0.06%	40
2025 Q4	$204K	Hold	3,084	–	–	0.07%	38
2025 Q3	$201K	Buy	+3,084	New	+$198K	0.07%	38
2025 Q1	–	Sell	-3,220	Closed	-$201K	–	39
2024 Q4	$201K	Sell	3,220 -51	-2%	-$3.27K	0.08%	38
2024 Q3	$204K	Buy	+3,271	New	+$197K	0.08%	38

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Team Hewins's IJH Position: Q2 2026 in Review

Team Hewins held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 2,962 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #39.

Team Hewins first reported a position in IJH in Q3 2024 and has held it in 6 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Team Hewins held 2,962 shares of iShares Core S&P Mid-Cap ETF worth $228K as of Q2 2026.
Team Hewins left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Team Hewins's portfolio in Q2 2026, its #39 holding.
Team Hewins first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 6 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.