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

ZWJ 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	$1.52M	Buy	19,673 +5,438	+38%	+$399K	0.05%	116
2026 Q1	$961K	Sell	14,235 -225	-2%	-$15.6K	0.03%	124
2025 Q4	$954K	Buy	14,460 +1,446	+11%	+$94.7K	0.03%	122
2025 Q3	$849K	Hold	13,014	–	–	0.03%	124
2025 Q2	$807K	Sell	13,014 -646	-5%	-$37.9K	0.03%	122
2025 Q1	$797K	Buy	13,660 +988	+8%	+$61.4K	0.03%	123
2024 Q4	$790K	Buy	12,672 +102	+0.8%	+$6.54K	0.03%	120
2024 Q3	$783K	Hold	12,570	–	–	0.03%	122
2024 Q2	$736K	Hold	12,570	–	–	0.03%	125
2024 Q1	$764K	Buy	12,570 +470	+4%	+$26.6K	0.03%	120
2023 Q4	$671K	Buy	12,100 +5,905	+95%	+$300K	0.03%	122
2023 Q3	$309K	Buy	6,195 +95	+2%	+$4.98K	0.02%	156
2023 Q2	$319K	Sell	6,100 -350	-5%	-$17.4K	0.02%	155
2023 Q1	$323K	Buy	+6,450	New	+$329K	0.02%	156
2020 Q2	–	Sell	-41,080	Closed	-$1.18M	–	163
2020 Q1	$1.18M	Buy	41,080 +1,500	+4%	+$55.8K	0.11%	95
2019 Q4	$1.63M	Buy	+39,580	New	+$1.57M	0.11%	89
2018 Q1	–	Sell	-35,515	Closed	-$1.35M	–	217
2017 Q4	$1.35M	Hold	35,515	–	–	0.11%	95
2017 Q3	$1.27M	Buy	35,515 +2,070	+6%	+$72.1K	0.1%	95
2017 Q2	$1.16M	Buy	33,445 +1,365	+4%	+$47.1K	0.09%	102
2017 Q1	$1.1M	Buy	+32,080	New	+$1.09M	0.09%	107

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

ZWJ Investment Counsel increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 38% in Q2 2026, buying an estimated $399K and bringing the position to 19,673 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #116.

ZWJ Investment Counsel first reported a position in IJH in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.63M in Q4 2019. 1,300 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

ZWJ Investment Counsel held 19,673 shares of iShares Core S&P Mid-Cap ETF worth $1.52M as of Q2 2026.
ZWJ Investment Counsel bought 5,438 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $399K.
iShares Core S&P Mid-Cap ETF made up 0.05% of ZWJ Investment Counsel's portfolio in Q2 2026, its #116 holding.
ZWJ Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 20 quarters since.
ZWJ Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $1.63M in Q4 2019.
1,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.