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

Weatherly Asset 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	$865K	Hold	11,213	–	–	0.06%	109
2026 Q1	$757K	Hold	11,213	–	–	0.06%	113
2025 Q4	$740K	Buy	11,213 +451	+4%	+$29.5K	0.06%	114
2025 Q3	$702K	Buy	10,762 +85	+0.8%	+$5.46K	0.06%	120
2025 Q2	$662K	Hold	10,677	–	–	0.06%	119
2025 Q1	$623K	Hold	10,677	–	–	0.06%	121
2024 Q4	$665K	Hold	10,677	–	–	0.06%	117
2024 Q3	$665K	Buy	10,677 +102	+1%	+$6.15K	0.06%	123
2024 Q2	$619K	Sell	10,575 -225	-2%	-$13.2K	0.06%	123
2024 Q1	$656K	Sell	10,800 -100	-0.9%	-$5.66K	0.06%	119
2023 Q4	$604K	Hold	10,900	–	–	0.07%	123
2023 Q3	$546K	Sell	10,900 -125	-1%	-$6.55K	0.07%	122
2023 Q2	$577K	Sell	11,025 -850	-7%	-$42.2K	0.07%	125
2023 Q1	$594K	Sell	11,875 -200	-2%	-$10.2K	0.08%	124
2022 Q4	$584K	Sell	12,075 -3,825	-24%	-$185K	0.08%	125
2022 Q3	$697K	Sell	15,900 -2,110	-12%	-$102K	0.1%	116
2022 Q2	$815K	Sell	18,010 -1,025	-5%	-$50.6K	0.11%	114
2022 Q1	$1.02M	Hold	19,035	–	–	0.12%	110
2021 Q4	$1.08M	Sell	19,035 -95	-0.5%	-$5.29K	0.12%	111
2021 Q3	$1.01M	Hold	19,130	–	–	0.12%	112
2021 Q2	$1.03M	Hold	19,130	–	–	0.13%	110
2021 Q1	$996K	Hold	19,130	–	–	0.14%	109
2020 Q4	$879K	Sell	19,130 -115	-0.6%	-$4.84K	0.13%	112
2020 Q3	$713K	Sell	19,245 -2,125	-10%	-$79.4K	0.12%	114
2020 Q2	$760K	Sell	21,370 -2,325	-10%	-$77.2K	0.13%	108
2020 Q1	$682K	Sell	23,695 -2,790	-11%	-$104K	0.15%	100
2019 Q4	$1.09M	Sell	26,485 -725	-3%	-$28.7K	0.21%	92
2019 Q3	$1.05M	Sell	27,210 -7,770	-22%	-$299K	0.22%	89
2019 Q2	$1.36M	Buy	34,980 +7,935	+29%	+$304K	0.27%	80
2019 Q1	$1.02M	Sell	27,045 -8,620	-24%	-$318K	0.21%	93
2018 Q4	$1.18M	Sell	35,665 -1,125	-3%	-$41K	0.28%	80
2018 Q3	$1.48M	Sell	36,790 -325	-0.9%	-$13.1K	0.3%	72
2018 Q2	$1.45M	Sell	37,115 -2,280	-6%	-$88.1K	0.34%	70
2018 Q1	$1.48M	Sell	39,395 -1,525	-4%	-$58.3K	0.35%	72
2017 Q4	$1.55M	Sell	40,920 -200	-0.5%	-$7.4K	0.38%	71
2017 Q3	$1.47M	Buy	41,120 +715	+2%	+$24.9K	0.39%	66
2017 Q2	$1.41M	Sell	40,405 -505	-1%	-$17.4K	0.4%	64
2017 Q1	$1.4M	Buy	40,910 +8,820	+27%	+$300K	0.41%	59
2016 Q4	$1.06M	Sell	32,090 -575	-2%	-$18.2K	0.34%	70
2016 Q3	$1.01M	Buy	32,665 +230	+0.7%	+$7.11K	0.34%	69
2016 Q2	$969K	Sell	32,435 -1,370	-4%	-$40.2K	0.32%	77
2016 Q1	$974K	Sell	33,805 -1,200	-3%	-$32.1K	0.34%	73
2015 Q4	$975K	Sell	35,005 -405	-1%	-$11.6K	0.35%	69
2015 Q3	$967K	Sell	35,410 -75	-0.2%	-$2.18K	0.39%	58
2015 Q2	$1.06M	Buy	35,485 +1,000	+3%	+$30.5K	0.41%	60
2015 Q1	$1.05M	Buy	34,485 +6,175	+22%	+$183K	0.42%	64
2014 Q4	$820K	Sell	28,310 -2,705	-9%	-$76K	0.34%	77
2014 Q3	$848K	Buy	31,015 +755	+2%	+$21.3K	0.37%	72
2014 Q2	$866K	Buy	30,260 +5,450	+22%	+$150K	0.36%	74
2014 Q1	$682K	Sell	24,810 -175	-0.7%	-$4.71K	0.32%	81
2013 Q4	$669K	Buy	24,985 +1,625	+7%	+$41.9K	0.32%	75
2013 Q3	$580K	Buy	23,360 +715	+3%	+$17.4K	0.29%	80
2013 Q2	$523K	Buy	+22,645	New	+$526K	0.29%	75

Other funds holding IJH

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

OWM

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Weatherly Asset Management's IJH Position: Q2 2026 in Review

Weatherly Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 11,213 shares worth $865K. The position accounts for 0.06% of the portfolio, ranked #109.

Weatherly Asset Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.55M in Q4 2017. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Weatherly Asset Management held 11,213 shares of iShares Core S&P Mid-Cap ETF worth $865K as of Q2 2026.
Weatherly Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Weatherly Asset Management's portfolio in Q2 2026, its #109 holding.
Weatherly Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Weatherly Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.55M in Q4 2017.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.