Richwood Investment Advisors, LLC IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1911900
As of 2026-06-30, Richwood Investment Advisors, LLC reported 130.50K IJH (shares), valued at $10.06M, or 7.08% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares decreased 3.72%; reported value increased 9.94%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.08% | 130,501 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 7.05% | 135,546 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 6.91% | 134,248 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 6.74% | 131,872 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 6.73% | 132,228 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 6.59% | 132,935 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 6.67% | 128,343 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 6.49% | 126,016 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 6.61% | 128,898 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 6.92% | 128,406 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 6.80% | 26,141 | SEC filing ↗Filed Feb 9, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.80% | 26,141 | $7.25M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 6.92% | 128,406 | $7.80M | Shares increased 391.21%; reported value increased 7.65%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 6.61% | 128,898 | $7.54M | Shares increased 0.38%; reported value decreased 3.29%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 6.49% | 126,016 | $7.85M | Shares decreased 2.24%; reported value increased 4.11%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 6.67% | 128,343 | $8.00M | Shares increased 1.85%; reported value increased 1.83%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 6.59% | 132,935 | $7.76M | Shares increased 3.58%; reported value decreased 3.00%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 6.73% | 132,228 | $8.20M | Shares decreased 0.53%; reported value increased 5.72%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 6.74% | 131,872 | $8.61M | Shares decreased 0.27%; reported value increased 4.94%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 6.91% | 134,248 | $9.63M | Shares increased 1.80%; reported value increased 11.89%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 7.05% | 135,546 | $9.15M | Shares increased 0.97%; reported value decreased 4.95%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 7.08% | 130,501 | $10.06M | Shares decreased 3.72%; reported value increased 9.94%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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