Twele Capital Management’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 | $29.2M | Sell |
378,917
-5,183
| -1% | -$380K | 4.77% | 8 |
|
|
2026
Q1 | $25.9M | Sell |
384,100
-1,000
| -0.3% | -$69.4K | 4.62% | 9 |
|
|
2025
Q4 | $25.4M | Buy |
385,100
+9,453
| +3% | +$619K | 4.54% | 9 |
|
|
2025
Q3 | $24.5M | Buy |
375,647
+173
| +0% | +$11.1K | 4.52% | 9 |
|
|
2025
Q2 | $23.3M | Buy |
375,474
+290
| +0.1% | +$17K | 4.62% | 9 |
|
|
2025
Q1 | $21.9M | Buy |
375,184
+26,908
| +8% | +$1.67M | 4.64% | 9 |
|
|
2024
Q4 | $21.7M | Sell |
348,276
-29,156
| -8% | -$1.87M | 4.6% | 9 |
|
|
2024
Q3 | $23.5M | Buy |
377,432
+8,065
| +2% | +$486K | 4.94% | 7 |
|
|
2024
Q2 | $21.6M | Sell |
369,367
-1,277
| -0.3% | -$75K | 4.9% | 7 |
|
|
2024
Q1 | $22.5M | Sell |
370,644
-2,851
| -0.8% | -$161K | 5.09% | 7 |
|
|
2023
Q4 | $20.7M | Sell |
373,495
-180
| -0% | -$9.13K | 3.33% | 10 |
|
|
2023
Q3 | $18.6M | Sell |
373,675
-1,290
| -0.3% | -$67.6K | 3.2% | 10 |
|
|
2023
Q2 | $19.6M | Buy |
374,965
+4,110
| +1% | +$204K | 3.16% | 10 |
|
|
2023
Q1 | $18.6M | Sell |
370,855
-34,095
| -8% | -$1.74M | 3.03% | 11 |
|
|
2022
Q4 | $19.6M | Sell |
404,950
-4,905
| -1% | -$237K | 3.22% | 10 |
|
|
2022
Q3 | $18M | Sell |
409,855
-1,560
| -0.4% | -$75.4K | 3.1% | 10 |
|
|
2022
Q2 | $18.6M | Sell |
411,415
-500
| -0.1% | -$24.7K | 2.93% | 10 |
|
|
2022
Q1 | $22.1M | Sell |
411,915
-8,490
| -2% | -$452K | 2.99% | 10 |
|
|
2021
Q4 | $23.8M | Sell |
420,405
-19,010
| -4% | -$1.06M | 3.01% | 10 |
|
|
2021
Q3 | $23.1M | Sell |
439,415
-5,650
| -1% | -$304K | 3.04% | 10 |
|
|
2021
Q2 | $23.9M | Sell |
445,065
-9,050
| -2% | -$489K | 3.71% | 10 |
|
|
2021
Q1 | $23.6M | Sell |
454,115
-236,835
| -34% | -$11.8M | 3.78% | 10 |
|
|
2020
Q4 | $31.8M | Sell |
690,950
-90,060
| -12% | -$3.79M | 5.69% | 6 |
|
|
2020
Q3 | $28.9M | Sell |
781,010
-109,840
| -12% | -$4.11M | 5.62% | 6 |
|
|
2020
Q2 | $31.7M | Sell |
890,850
-49,830
| -5% | -$1.65M | 6.33% | 6 |
|
|
2020
Q1 | $27.1M | Buy |
940,680
+219,925
| +31% | +$8.18M | 5.92% | 7 |
|
|
2019
Q4 | $29.7M | Buy |
720,755
+49,390
| +7% | +$1.96M | 5.55% | 7 |
|
|
2019
Q3 | $25.9M | Buy |
671,365
+24,395
| +4% | +$938K | 5.12% | 7 |
|
|
2019
Q2 | $25.1M | Buy |
646,970
+141,865
| +28% | +$5.44M | 5.04% | 7 |
|
|
2019
Q1 | $19.1M | Sell |
505,105
-5,335
| -1% | -$197K | 4.2% | 7 |
|
|
2018
Q4 | $17M | Buy |
510,440
+72,170
| +16% | +$2.63M | 3.93% | 9 |
|
|
2018
Q3 | $17.6M | Sell |
438,270
-10,335
| -2% | -$415K | 4.02% | 8 |
|
|
2018
Q2 | $17.5M | Sell |
448,605
-280
| -0.1% | -$10.8K | 4.06% | 7 |
|
|
2018
Q1 | $16.8M | Buy |
448,885
+20,710
| +5% | +$792K | 3.9% | 7 |
|
|
2017
Q4 | $16.3M | Buy |
428,175
+12,310
| +3% | +$455K | 3.71% | 8 |
|
|
2017
Q3 | $14.9M | Buy |
415,865
+15,100
| +4% | +$526K | 3.56% | 11 |
|
|
2017
Q2 | $13.9M | Buy |
400,765
+52,185
| +15% | +$1.8M | 3.47% | 9 |
|
|
2017
Q1 | $11.9M | Buy |
348,580
+1,260
| +0.4% | +$42.9K | 3.08% | 11 |
|
|
2016
Q4 | $11.5M | Buy |
347,320
+3,305
| +1% | +$105K | 3.07% | 13 |
|
|
2016
Q3 | $10.6M | Buy |
344,015
+500
| +0.1% | +$15.5K | 2.87% | 12 |
|
|
2016
Q2 | $10.3M | Buy |
343,515
+1,275
| +0.4% | +$37.4K | 2.86% | 13 |
|
|
2016
Q1 | $9.87M | Buy |
342,240
+14,175
| +4% | +$379K | 2.84% | 12 |
|
|
2015
Q4 | $9.14M | Sell |
328,065
-20,680
| -6% | -$591K | 2.77% | 13 |
|
|
2015
Q3 | $9.53M | Buy |
348,745
+220
| +0.1% | +$6.4K | 2.84% | 13 |
|
|
2015
Q2 | $10.5M | Sell |
348,525
-200
| -0.1% | -$6.1K | 2.97% | 12 |
|
|
2015
Q1 | $10.6M | Hold |
348,725
| – | – | 3% | 13 |
|
|
2014
Q4 | $10.1M | Sell |
348,725
-2,110
| -0.6% | -$59.3K | 2.92% | 12 |
|
|
2014
Q3 | $9.6M | Sell |
350,835
-415
| -0.1% | -$11.7K | 2.86% | 11 |
|
|
2014
Q2 | $10.1M | Sell |
351,250
-350
| -0.1% | -$9.62K | 2.99% | 10 |
|
|
2014
Q1 | $9.67M | Sell |
351,600
-11,190
| -3% | -$301K | 2.93% | 10 |
|
|
2013
Q4 | $9.71M | Sell |
362,790
-3,180
| -0.9% | -$82.1K | 3.05% | 10 |
|
|
2013
Q3 | $9.09M | Sell |
365,970
-300
| -0.1% | -$7.32K | 2.97% | 10 |
|
|
2013
Q2 | $8.46M | Buy |
+366,270
| New | +$8.5M | 2.91% | 10 |
|
Other funds holding IJH
VFA
AIM
OWM
LWMT
GIM
BP
MW
BSB
MFG
Twele Capital Management's IJH Position: Q2 2026 in Review
Twele Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, selling an estimated $380K and leaving 378,917 shares worth $29.2M. The position accounts for 4.77% of the portfolio, ranked #8.
Twele Capital Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.8M in Q4 2020. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Twele Capital Management held 378,917 shares of iShares Core S&P Mid-Cap ETF worth $29.2M as of Q2 2026.
- Twele Capital Management sold 5,183 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $380K.
- iShares Core S&P Mid-Cap ETF made up 4.77% of Twele Capital Management's portfolio in Q2 2026, its #8 holding.
- Twele Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Twele Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $31.8M in Q4 2020.
- 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.