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

Tanglewood Legacy 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	$167K	Hold	2,165	–	–	0.05%	103
2026 Q1	$146K	Hold	2,165	–	–	0.05%	108
2025 Q4	$143K	Sell	2,165 -470	-18%	-$30.8K	0.05%	110
2025 Q3	$172K	Hold	2,635	–	–	0.07%	99
2025 Q2	$163K	Hold	2,635	–	–	0.07%	102
2025 Q1	$154K	Hold	2,635	–	–	0.07%	107
2024 Q4	$164K	Hold	2,635	–	–	0.07%	99
2024 Q3	$164K	Hold	2,635	–	–	0.07%	96
2024 Q2	$154K	Hold	2,635	–	–	0.07%	100
2024 Q1	$160K	Buy	+2,635	New	+$149K	0.08%	97

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 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tanglewood Legacy Advisors's IJH Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 2,165 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #103.

Tanglewood Legacy Advisors first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $172K in Q3 2025. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Tanglewood Legacy Advisors held 2,165 shares of iShares Core S&P Mid-Cap ETF worth $167K as of Q2 2026.
Tanglewood Legacy Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #103 holding.
Tanglewood Legacy Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Tanglewood Legacy Advisors's iShares Core S&P Mid-Cap ETF position peaked at $172K in Q3 2025.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.