Thompson Siegel & Walmsley’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Thompson Siegel & Walmsley’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	$542K	Buy	7,027 +492	+8%	+$36.1K	0.01%	358
2026 Q1	$441K	Buy	6,535 +650	+11%	+$45.1K	0.01%	367
2025 Q4	$388K	Buy	5,885 +695	+13%	+$45.5K	0.01%	362
2025 Q3	$339K	Buy	5,190 +45	+0.9%	+$2.89K	0.01%	372
2025 Q2	$319K	Sell	5,145 -93	-2%	-$5.46K	0.01%	367
2025 Q1	$306K	Hold	5,238	–	–	0.01%	358
2024 Q4	$326K	Sell	5,238 -185	-3%	-$11.9K	0.01%	346
2024 Q3	$338K	Buy	5,423 +1,543	+40%	+$93K	0.01%	345
2024 Q2	$227K	Hold	3,880	–	–	﹤0.01%	348
2024 Q1	$236K	Hold	3,880	–	–	﹤0.01%	344
2023 Q4	$215K	Hold	3,880	–	–	﹤0.01%	338
2023 Q3	$193K	Hold	3,880	–	–	﹤0.01%	346
2023 Q2	$203K	Sell	3,880 -490	-11%	-$24.4K	﹤0.01%	357
2023 Q1	$219K	Hold	4,370	–	–	﹤0.01%	356
2022 Q4	$211K	Hold	4,370	–	–	﹤0.01%	342
2022 Q3	$192K	Sell	4,370 -555	-11%	-$26.8K	﹤0.01%	350
2022 Q2	$223K	Hold	4,925	–	–	﹤0.01%	337
2022 Q1	$264K	Buy	4,925 +555	+13%	+$29.5K	﹤0.01%	352
2021 Q4	$247K	Hold	4,370	–	–	﹤0.01%	361
2021 Q3	$230K	Hold	4,370	–	–	﹤0.01%	357
2021 Q2	$235K	Sell	4,370 -450	-9%	-$24.3K	﹤0.01%	361
2021 Q1	$251K	Sell	4,820 -2,035	-30%	-$102K	﹤0.01%	339
2020 Q4	$315K	Buy	6,855 +1,220	+22%	+$51.4K	0.01%	312
2020 Q3	$209K	Buy	5,635 +100	+2%	+$3.74K	﹤0.01%	321
2020 Q2	$197K	Buy	5,535 +1,165	+27%	+$38.7K	﹤0.01%	331
2020 Q1	$126K	Hold	4,370	–	–	﹤0.01%	341
2019 Q4	$180K	Sell	4,370 -3,000	-41%	-$119K	﹤0.01%	382
2019 Q3	$285K	Hold	7,370	–	–	﹤0.01%	357
2019 Q2	$286K	Buy	7,370 +140	+2%	+$5.37K	﹤0.01%	370
2019 Q1	$274K	Hold	7,230	–	–	﹤0.01%	369
2018 Q4	$240K	Hold	7,230	–	–	﹤0.01%	368
2018 Q3	$291K	Hold	7,230	–	–	﹤0.01%	386
2018 Q2	$282K	Hold	7,230	–	–	﹤0.01%	394
2018 Q1	$271K	Hold	7,230	–	–	﹤0.01%	387
2017 Q4	$274K	Sell	7,230 -195	-3%	-$7.21K	﹤0.01%	391
2017 Q3	$266K	Buy	7,425 +55	+0.7%	+$1.92K	﹤0.01%	397
2017 Q2	$256K	Buy	7,370 +3,000	+69%	+$104K	﹤0.01%	408
2017 Q1	$150K	Buy	4,370 +140	+3%	+$4.76K	﹤0.01%	468
2016 Q4	$140K	Hold	4,230	–	–	﹤0.01%	431
2016 Q3	$131K	Sell	4,230 -375	-8%	-$11.6K	﹤0.01%	427
2016 Q2	$138K	Hold	4,605	–	–	﹤0.01%	406
2016 Q1	$133K	Hold	4,605	–	–	﹤0.01%	394
2015 Q4	$128K	Hold	4,605	–	–	﹤0.01%	396
2015 Q3	$126K	Hold	4,605	–	–	﹤0.01%	404
2015 Q2	$138K	Hold	4,605	–	–	﹤0.01%	403
2015 Q1	$140K	Hold	4,605	–	–	﹤0.01%	411
2014 Q4	$133K	Hold	4,605	–	–	﹤0.01%	411
2014 Q3	$126K	Hold	4,605	–	–	﹤0.01%	408
2014 Q2	$132K	Hold	4,605	–	–	﹤0.01%	402
2014 Q1	$127K	Buy	4,605 +375	+9%	+$10.1K	﹤0.01%	408
2013 Q4	$113K	Hold	4,230	–	–	﹤0.01%	413
2013 Q3	$105K	Buy	4,230 +3,125	+283%	+$76.3K	﹤0.01%	422
2013 Q2	$26K	Buy	+1,105	New	+$25.6K	﹤0.01%	508

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

Thompson Siegel & Walmsley's IJH Position: Q2 2026 in Review

Thompson Siegel & Walmsley increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.5% in Q2 2026, buying an estimated $36.1K and bringing the position to 7,027 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #358.

Thompson Siegel & Walmsley first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Thompson Siegel & Walmsley held 7,027 shares of iShares Core S&P Mid-Cap ETF worth $542K as of Q2 2026.
Thompson Siegel & Walmsley bought 492 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $36.1K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #358 holding.
Thompson Siegel & Walmsley first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.