William Howard & Co Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

William Howard & Co Financial Advisors’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	$620K	Sell	8,044 -130	-2%	-$9.54K	0.48%	31
2026 Q1	$552K	Buy	8,174 +8	+0.1%	+$555	0.48%	33
2025 Q4	$539K	Buy	8,166 +16	+0.2%	+$1.05K	0.45%	33
2025 Q3	$532K	Buy	8,150 +11	+0.1%	+$707	0.45%	33
2025 Q2	$505K	Sell	8,139 -219	-3%	-$12.9K	0.44%	33
2025 Q1	$488K	Sell	8,358 -681	-8%	-$42.3K	0.46%	32
2024 Q4	$563K	Buy	9,039 +18	+0.2%	+$1.15K	0.51%	31
2024 Q3	$562K	Buy	9,021 +937	+12%	+$56.5K	0.48%	30
2024 Q2	$473K	Buy	8,084 +1,967	+32%	+$116K	0.44%	30
2024 Q1	$372K	Buy	+6,117	New	+$346K	0.35%	30

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Howard & Co Financial Advisors's IJH Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, selling an estimated $9.54K and leaving 8,044 shares worth $620K. The position accounts for 0.48% of the portfolio, ranked #31.

William Howard & Co Financial Advisors first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

William Howard & Co Financial Advisors held 8,044 shares of iShares Core S&P Mid-Cap ETF worth $620K as of Q2 2026.
William Howard & Co Financial Advisors sold 130 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.54K.
iShares Core S&P Mid-Cap ETF made up 0.48% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #31 holding.
William Howard & Co Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.