Woodard & Company Asset Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Woodard & Company Asset Management Group’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	$246K	Hold	3,185	–	–	0.04%	111
2026 Q1	$215K	Sell	3,185 -200	-6%	-$13.9K	0.03%	110
2025 Q4	$223K	Buy	3,385 +200	+6%	+$13.1K	0.04%	110
2025 Q3	$208K	Hold	3,185	–	–	0.03%	104
2025 Q2	$198K	Hold	3,185	–	–	0.04%	100
2025 Q1	$186K	Sell	3,185 -26	-0.8%	-$1.61K	0.04%	102
2024 Q4	$200K	Hold	3,211	–	–	0.04%	95
2024 Q3	$200K	Sell	3,211 -45	-1%	-$2.71K	0.05%	92
2024 Q2	$191K	Sell	3,256 -14,870	-82%	-$874K	0.05%	90
2024 Q1	$1.1M	Sell	18,126 -709	-4%	-$40.1K	0.29%	46
2023 Q4	$1.04M	Buy	18,835 +130	+0.7%	+$6.59K	0.3%	46
2023 Q3	$933K	Sell	18,705 -340	-2%	-$17.8K	0.32%	43
2023 Q2	$996K	Sell	19,045 -190	-1%	-$9.44K	0.33%	43
2023 Q1	$962K	Sell	19,235 -1,155	-6%	-$58.8K	0.34%	43
2022 Q4	$986K	Buy	20,390 +1,550	+8%	+$74.9K	0.35%	42
2022 Q3	$826K	Sell	18,840 -1,305	-6%	-$63.1K	0.38%	43
2022 Q2	$912K	Buy	20,145 +1,490	+8%	+$73.6K	0.37%	38
2022 Q1	$1M	Sell	18,655 -1,175	-6%	-$62.6K	0.42%	42
2021 Q4	$1.12M	Buy	19,830 +16,615	+517%	+$925K	0.53%	31
2021 Q3	$169K	Hold	3,215	–	–	0.1%	80
2021 Q2	$173K	Hold	3,215	–	–	0.1%	79
2021 Q1	$167K	Hold	3,215	–	–	0.11%	84
2020 Q4	$148K	Sell	3,215 -2,000	-38%	-$84.3K	0.09%	74
2020 Q3	$193K	Sell	5,215 -250	-5%	-$9.35K	0.13%	61
2020 Q2	$194K	Sell	5,465 -430	-7%	-$14.3K	0.13%	62
2020 Q1	$170K	Buy	5,895 +3,760	+176%	+$140K	0.12%	59
2019 Q4	$88K	Buy	+2,135	New	+$84.6K	0.05%	65
2018 Q4	–	Sell	-2,250	Closed	-$91K	–	113
2018 Q3	$91K	Buy	2,250 +115	+5%	+$4.62K	0.08%	70
2018 Q2	$83.2K	Hold	2,135	–	–	0.08%	71
2018 Q1	$80K	Sell	2,135 -400	-16%	-$15.3K	0.08%	68
2017 Q4	$96K	Buy	+2,535	New	+$93.7K	0.08%	68

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Woodard & Company Asset Management Group's IJH Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,185 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #111.

Woodard & Company Asset Management Group first reported a position in IJH in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.12M in Q4 2021. 1,434 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Woodard & Company Asset Management Group held 3,185 shares of iShares Core S&P Mid-Cap ETF worth $246K as of Q2 2026.
Woodard & Company Asset Management Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #111 holding.
Woodard & Company Asset Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 31 quarters since.
Woodard & Company Asset Management Group's iShares Core S&P Mid-Cap ETF position peaked at $1.12M in Q4 2021.
1,434 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.