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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tanglewood Legacy Advisors's IJH Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 2,165 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #108.

Tanglewood Legacy Advisors first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. The position peaked at $172K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Tanglewood Legacy Advisors held 2,165 shares of iShares Core S&P Mid-Cap ETF worth $146K as of Q1 2026.
  • Tanglewood Legacy Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #108 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Tanglewood Legacy Advisors's iShares Core S&P Mid-Cap ETF position peaked at $172K in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.