Winch Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$74.8K Buy
+969
New +$71.1K 0.02% 163
2024
Q4
– Sell
-4
Closed -$250 – 550
2024
Q3
$250 Buy
+4
New +$241 ﹤0.01% 443

Other funds holding IJH

Winch Advisory Services's IJH Position: Q2 2026 in Review

Winch Advisory Services opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 969 shares worth $74.8K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in IJH as recently as Q3 2024.

Winch Advisory Services first reported a position in IJH in Q3 2024 and has held it in 2 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Winch Advisory Services held 969 shares of iShares Core S&P Mid-Cap ETF worth $74.8K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Winch Advisory Services position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #163 holding.
  • Winch Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.