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

Washburn 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	$2.25M	Sell	29,162 -1,835	-6%	-$135K	1.11%	19
2026 Q1	$2.09M	Sell	30,997 -1,388	-4%	-$96.3K	1.22%	15
2025 Q4	$2.14M	Sell	32,385 -6,305	-16%	-$413K	1.18%	16
2025 Q3	$2.52M	Buy	+38,690	New	+$2.49M	1.41%	13
2024 Q4	–	Sell	-51,325	Closed	-$3.2M	–	58
2024 Q3	$3.2M	Sell	51,325 -415	-0.8%	-$25K	2.29%	8
2024 Q2	$3.03M	Sell	51,740 -300	-0.6%	-$17.6K	2.16%	8
2024 Q1	$3.16M	Sell	52,040 -4,900	-9%	-$277K	2.34%	8
2023 Q4	$3.16M	Sell	56,940 -6,825	-11%	-$346K	2.37%	7
2023 Q3	$3.18M	Sell	63,765 -3,775	-6%	-$198K	2.69%	7
2023 Q2	$3.53M	Sell	67,540 -11,150	-14%	-$554K	2.95%	7
2023 Q1	$3.94M	Sell	78,690 -4,775	-6%	-$243K	3.39%	6
2022 Q4	$4.04M	Sell	83,465 -6,770	-8%	-$327K	3.67%	6
2022 Q3	$3.96M	Sell	90,235 -1,125	-1%	-$54.4K	3.78%	6
2022 Q2	$4.13M	Sell	91,360 -14,150	-13%	-$699K	3.56%	6
2022 Q1	$5.66M	Hold	105,510	–	–	3.71%	7
2021 Q4	$5.97M	Sell	105,510 -525	-0.5%	-$29.2K	3.55%	7
2021 Q3	$5.58M	Sell	106,035 -450	-0.4%	-$24.2K	3.65%	7
2021 Q2	$5.72M	Buy	106,485 +11,675	+12%	+$630K	3.83%	7
2021 Q1	$4.93M	Buy	94,810 +9,775	+11%	+$488K	3.35%	7
2020 Q4	$3.91M	Sell	85,035 -930	-1%	-$39.2K	2.72%	9
2020 Q3	$3.19M	Sell	85,965 -3,725	-4%	-$139K	2.52%	10
2020 Q2	$3.19M	Buy	89,690 +3,975	+5%	+$132K	2.94%	8
2020 Q1	$2.47M	Sell	85,715 -8,000	-9%	-$297K	3.37%	8
2019 Q4	$3.86M	Buy	+93,715	New	+$3.71M	3.5%	5

Other funds holding IJH

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

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

Washburn Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q2 2026, selling an estimated $135K and leaving 29,162 shares worth $2.25M. The position accounts for 1.11% of the portfolio, ranked #19.

Washburn Capital Management first reported a position in IJH in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.97M in Q4 2021. 1,110 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Washburn Capital Management held 29,162 shares of iShares Core S&P Mid-Cap ETF worth $2.25M as of Q2 2026.
Washburn Capital Management sold 1,835 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $135K.
iShares Core S&P Mid-Cap ETF made up 1.11% of Washburn Capital Management's portfolio in Q2 2026, its #19 holding.
Washburn Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
Washburn Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $5.97M in Q4 2021.
1,110 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.