Welch Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Welch Group’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	$427K	Sell	5,543 -363	-6%	-$26.6K	0.01%	210
2026 Q1	$399K	Hold	5,906	–	–	0.02%	206
2025 Q4	$390K	Sell	5,906 -1,398	-19%	-$91.6K	0.02%	210
2025 Q3	$477K	Buy	7,304 +406	+6%	+$26.1K	0.02%	171
2025 Q2	$428K	Buy	6,898 +1,385	+25%	+$81.3K	0.02%	173
2025 Q1	$321K	Buy	5,513 +604	+12%	+$37.5K	0.01%	193
2024 Q4	$305K	Hold	4,909	–	–	0.01%	205
2024 Q3	$306K	Buy	4,909 +6	+0.1%	+$362	0.01%	203
2024 Q2	$287K	Sell	4,903 -557	-10%	-$32.7K	0.01%	198
2024 Q1	$332K	Buy	5,460 +505	+10%	+$28.6K	0.02%	167
2023 Q4	$275K	Sell	4,955 -350	-7%	-$17.8K	0.01%	185
2023 Q3	$265K	Sell	5,305 -1,910	-26%	-$100K	0.02%	170
2023 Q2	$377K	Sell	7,215 -130	-2%	-$6.46K	0.02%	135
2023 Q1	$367K	Sell	7,345 -25	-0.3%	-$1.27K	0.02%	140
2022 Q4	$357K	Buy	+7,370	New	+$356K	0.02%	141
2022 Q3	–	Sell	-7,300	Closed	-$330K	–	190
2022 Q2	$330K	Buy	7,300 +3,140	+75%	+$155K	0.02%	135
2022 Q1	$223K	Hold	4,160	–	–	0.01%	194
2021 Q4	$236K	Hold	4,160	–	–	0.01%	192
2021 Q3	$219K	Sell	4,160 -290	-7%	-$15.6K	0.01%	172
2021 Q2	$239K	Sell	4,450 -165	-4%	-$8.91K	0.02%	165
2021 Q1	$240K	Hold	4,615	–	–	0.02%	163
2020 Q4	$212K	Buy	+4,615	New	+$194K	0.02%	137

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

Welch Group's IJH Position: Q2 2026 in Review

Welch Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q2 2026, selling an estimated $26.6K and leaving 5,543 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #210.

Welch Group first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $477K in Q3 2025. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Welch Group held 5,543 shares of iShares Core S&P Mid-Cap ETF worth $427K as of Q2 2026.
Welch Group sold 363 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $26.6K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #210 holding.
Welch Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Welch Group's iShares Core S&P Mid-Cap ETF position peaked at $477K in Q3 2025.
1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.