Vawter Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vawter Financial’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	$2.08M	Buy	26,942 +98	+0.4%	+$7.19K	0.78%	30
2026 Q1	$1.81M	Buy	26,844 +560	+2%	+$38.8K	0.76%	30
2025 Q4	$1.73M	Sell	26,284 -797	-3%	-$52.2K	0.73%	32
2025 Q3	$1.77M	Buy	+27,081	New	+$1.74M	0.8%	30
2025 Q2	–	Sell	-27,204	Closed	-$1.59M	–	52
2025 Q1	$1.59M	Buy	27,204 +1,981	+8%	+$123K	0.89%	29
2024 Q4	$1.57M	Sell	25,223 -877	-3%	-$56.2K	0.94%	27
2024 Q3	$1.63M	Buy	26,100 +1,858	+8%	+$112K	0.99%	27
2024 Q2	$1.42M	Buy	24,242 +2,478	+11%	+$146K	0.97%	25
2024 Q1	$1.32M	Sell	21,764 -286	-1%	-$16.2K	0.96%	23
2023 Q4	$1.22M	Buy	22,050 +4,435	+25%	+$225K	0.96%	23
2023 Q3	$878K	Sell	17,615 -4,000	-19%	-$210K	1%	23
2023 Q2	$1.13M	Buy	+21,615	New	+$1.07M	0.98%	21

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Vawter Financial's IJH Position: Q2 2026 in Review

Vawter Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.37% in Q2 2026, buying an estimated $7.19K and bringing the position to 26,942 shares worth $2.08M. The position accounts for 0.78% of the portfolio, ranked #30.

Vawter Financial first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. 1,368 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Vawter Financial held 26,942 shares of iShares Core S&P Mid-Cap ETF worth $2.08M as of Q2 2026.
Vawter Financial bought 98 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.19K.
iShares Core S&P Mid-Cap ETF made up 0.78% of Vawter Financial's portfolio in Q2 2026, its #30 holding.
Vawter Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,368 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.