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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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
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
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
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
WT
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. 1,343 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.
  • 1,343 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.