Willis Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Willis Investment Counsel’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	$1.25M	Hold	16,164	–	–	0.06%	96
2026 Q1	$1.09M	Hold	16,164	–	–	0.06%	93
2025 Q4	$1.07M	Hold	16,164	–	–	0.06%	103
2025 Q3	$1.05M	Buy	+16,164	New	+$1.04M	0.06%	95

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 22.9% 1-Year Est. Return

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

Willis Investment Counsel's IJH Position: Q2 2026 in Review

Willis Investment Counsel held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 16,164 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #96.

Willis Investment Counsel first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Willis Investment Counsel held 16,164 shares of iShares Core S&P Mid-Cap ETF worth $1.25M as of Q2 2026.
Willis Investment Counsel left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Willis Investment Counsel's portfolio in Q2 2026, its #96 holding.
Willis Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Willis Investment Counsel's 13F filing for Q2 2026, filed 3 Aug 2026.