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

Woodward 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	$261K	Sell	3,384 -69	-2%	-$5.06K	0.09%	57
2026 Q1	$226K	Hold	3,453	–	–	0.09%	56
2025 Q4	$228K	Buy	3,453 +315	+10%	+$20.6K	0.09%	55
2025 Q3	$205K	Buy	+3,138	New	+$202K	0.08%	59

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

Woodward Financial Advisors's IJH Position: Q2 2026 in Review

Woodward Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q2 2026, selling an estimated $5.06K and leaving 3,384 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #57.

Woodward Financial Advisors 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.

Woodward Financial Advisors held 3,384 shares of iShares Core S&P Mid-Cap ETF worth $261K as of Q2 2026.
Woodward Financial Advisors sold 69 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.06K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Woodward Financial Advisors's portfolio in Q2 2026, its #57 holding.
Woodward Financial Advisors 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 Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.