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Whitcomb & Hess’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Whitcomb & Hess’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 		$26M Buy
337,647
+7,755
+2% +$569K 5.62% 6
2026
Q1 		$22.3M Buy
329,892
+6,390
+2% +$443K 5.2% 5
2025
Q4 		$22.4M Buy
323,502
+17,768
+6% +$1.16M 5.29% 5
2025
Q3 		$20M Buy
305,734
+6,811
+2% +$438K 5.13% 5
2025
Q2 		$18.5M Buy
298,923
+4,890
+2% +$287K 5.23% 5
2025
Q1 		$17.2M Buy
294,033
+3,256
+1% +$202K 5.19% 5
2024
Q4 		$18.1M Sell
290,777
-3,278
-1% -$210K 5.59% 5
2024
Q3 		$18.3M Sell
294,055
-4,333
-1% -$261K 5.45% 5
2024
Q2 		$17.5M Buy
298,388
+7,698
+3% +$452K 5.44% 5
2024
Q1 		$17.7M Buy
290,690
+3,285
+1% +$186K 5.67% 5
2023
Q4 		$15.9M Buy
287,405
+3,255
+1% +$165K 5.47% 5
2023
Q3 		$14.2M Buy
284,150
+4,715
+2% +$247K 5.3% 6
2023
Q2 		$14.6M Buy
279,435
+1,835
+0.7% +$91.2K 5.34% 5
2023
Q1 		$13.9M Buy
277,600
+330
+0.1% +$16.8K 5.26% 6
2022
Q4 		$13.4M Buy
277,270
+5,780
+2% +$279K 5.35% 7
2022
Q3 		$11.9M Buy
271,490
+4,165
+2% +$201K 5.36% 8
2022
Q2 		$12.1M Buy
267,325
+7,850
+3% +$388K 5.23% 9
2022
Q1 		$13.9M Buy
259,475
+7,705
+3% +$410K 5.5% 7
2021
Q4 		$13.5M Buy
251,770
+18,105
+8% +$1.01M 5.29% 7
2021
Q3 		$12.3M Buy
233,665
+6,135
+3% +$330K 5.21% 8
2021
Q2 		$12.2M Buy
+227,530
New +$12.3M 5.27% 8

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whitcomb & Hess's IJH Position: Q2 2026 in Review

Whitcomb & Hess increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, buying an estimated $569K and bringing the position to 337,647 shares worth $26M. The position accounts for 5.62% of the portfolio, ranked #6.

Whitcomb & Hess first reported a position in IJH in Q2 2021 and has held it in 21 quarters since. 1,760 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Whitcomb & Hess held 337,647 shares of iShares Core S&P Mid-Cap ETF worth $26M as of Q2 2026.
  • Whitcomb & Hess bought 7,755 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $569K.
  • iShares Core S&P Mid-Cap ETF made up 5.62% of Whitcomb & Hess's portfolio in Q2 2026, its #6 holding.
  • Whitcomb & Hess first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,760 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.