Tufton Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tufton Capital Management’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	$1.38M	Sell	17,909 -343	-2%	-$25.2K	0.23%	67
2026 Q1	$1.23M	Buy	18,252 +869	+5%	+$60.3K	0.22%	70
2025 Q4	$1.15M	Sell	17,383 -75	-0.4%	-$4.91K	0.2%	71
2025 Q3	$1.14M	Sell	17,458 -306	-2%	-$19.7K	0.2%	72
2025 Q2	$1.1M	Buy	17,764 +119	+0.7%	+$6.99K	0.21%	73
2025 Q1	$1.03M	Buy	17,645 +302	+2%	+$18.8K	0.2%	76
2024 Q4	$1.08M	Buy	17,343 +204	+1%	+$13.1K	0.2%	73
2024 Q3	$1.07M	Sell	17,139 -4,106	-19%	-$248K	0.2%	72
2024 Q2	$1.24M	Sell	21,245 -775	-4%	-$45.5K	0.24%	67
2024 Q1	$1.34M	Buy	22,020 +135	+0.6%	+$7.64K	0.26%	68
2023 Q4	$1.21M	Buy	21,885 +140	+0.6%	+$7.1K	0.25%	68
2023 Q3	$1.08M	Sell	21,745 -65	-0.3%	-$3.41K	0.24%	68
2023 Q2	$1.14M	Buy	21,810 +255	+1%	+$12.7K	0.25%	65
2023 Q1	$1.08M	Buy	21,555 +1,320	+7%	+$67.3K	0.23%	66
2022 Q4	$979K	Sell	20,235 -150	-0.7%	-$7.25K	0.22%	68
2022 Q3	$893K	Buy	20,385 +1,140	+6%	+$55.1K	0.22%	68
2022 Q2	$870K	Buy	19,245 +370	+2%	+$18.3K	0.16%	70
2022 Q1	$1.01M	Buy	18,875 +85	+0.5%	+$4.53K	0.16%	73
2021 Q4	$1.06M	Sell	18,790 -125	-0.7%	-$6.96K	0.16%	72
2021 Q3	$995K	Buy	18,915 +175	+0.9%	+$9.41K	0.17%	70
2021 Q2	$1.01M	Sell	18,740 -165	-0.9%	-$8.91K	0.17%	73
2021 Q1	$984K	Buy	18,905 +765	+4%	+$38.2K	0.17%	71
2020 Q4	$833K	Sell	18,140 -15	-0.1%	-$632	0.15%	76
2020 Q3	$672K	Sell	18,155 -220	-1%	-$8.22K	0.14%	79
2020 Q2	$653K	Buy	18,375 +450	+3%	+$14.9K	0.14%	78
2020 Q1	$515K	Buy	17,925 +1,075	+6%	+$40K	0.13%	77
2019 Q4	$693K	Buy	16,850 +750	+5%	+$29.7K	0.14%	76
2019 Q3	$622K	Sell	16,100 -210	-1%	-$8.07K	0.13%	78
2019 Q2	$633K	Buy	16,310 +115	+0.7%	+$4.41K	0.13%	77
2019 Q1	$613K	Sell	16,195 -125	-0.8%	-$4.62K	0.13%	76
2018 Q4	$542K	Sell	16,320 -80	-0.5%	-$2.92K	0.13%	79
2018 Q3	$660K	Buy	16,400 +105	+0.6%	+$4.22K	0.14%	80
2018 Q2	$634K	Buy	16,295 +1,270	+8%	+$49.1K	0.14%	81
2018 Q1	$563K	Sell	15,025 -150	-1%	-$5.74K	0.11%	82
2017 Q4	$576K	Buy	15,175 +325	+2%	+$12K	0.11%	83
2017 Q3	$531K	Buy	+14,850	New	+$517K	0.11%	85

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

Tufton Capital Management's IJH Position: Q2 2026 in Review

Tufton Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, selling an estimated $25.2K and leaving 17,909 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #67.

Tufton Capital Management first reported a position in IJH in Q3 2017 and has held it in 36 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Tufton Capital Management held 17,909 shares of iShares Core S&P Mid-Cap ETF worth $1.38M as of Q2 2026.
Tufton Capital Management sold 343 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $25.2K.
iShares Core S&P Mid-Cap ETF made up 0.23% of Tufton Capital Management's portfolio in Q2 2026, its #67 holding.
Tufton Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.