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

William Mack & 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	$1.55M	Buy	20,121 +1,301	+7%	+$95.5K	0.55%	21
2026 Q1	$1.27M	Sell	18,820 -671	-3%	-$46.5K	0.73%	19
2025 Q4	$1.29M	Buy	19,491 +671	+4%	+$44K	0.61%	19
2025 Q3	$1.23M	Hold	18,820	–	–	0.66%	21
2025 Q2	$1.17M	Sell	18,820 -19	-0.1%	-$1.11K	0.74%	20
2025 Q1	$1.1M	Hold	18,839	–	–	0.94%	17
2024 Q4	$1.17M	Buy	+18,839	New	+$1.21M	1.23%	15

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 Mack & Associates's IJH Position: Q2 2026 in Review

William Mack & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q2 2026, buying an estimated $95.5K and bringing the position to 20,121 shares worth $1.55M. The position accounts for 0.55% of the portfolio, ranked #21.

William Mack & Associates first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

William Mack & Associates held 20,121 shares of iShares Core S&P Mid-Cap ETF worth $1.55M as of Q2 2026.
William Mack & Associates bought 1,301 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $95.5K.
iShares Core S&P Mid-Cap ETF made up 0.55% of William Mack & Associates's portfolio in Q2 2026, its #21 holding.
William Mack & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.