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William B. Walkup & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

William B. Walkup & Associates’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 		$13K Buy
+169
New +$12.4K 0.01% 133
2026
Q1 		– Sell
-169
Closed -$11.2K – 167
2025
Q4 		$11.2K Buy
+169
New +$11.1K 0.01% 134

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William B. Walkup & Associates's IJH Position: Q2 2026 in Review

William B. Walkup & Associates opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 169 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #133 among its holdings. This is a return to the name: William B. Walkup & Associates previously reported a position in IJH as recently as Q4 2025.

William B. Walkup & Associates first reported a position in IJH in Q4 2025 and has held it in 2 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • William B. Walkup & Associates held 169 shares of iShares Core S&P Mid-Cap ETF worth $13K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new William B. Walkup & Associates position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #133 holding.
  • William B. Walkup & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.