TBH Global Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TBH Global Asset Management’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	$1.83M	Sell	23,789 -739	-3%	-$54.2K	0.34%	73
2026 Q1	$1.66M	Buy	+24,528	New	+$1.7M	0.33%	72
2025 Q4	–	Sell	-27,382	Closed	-$1.79M	–	251
2025 Q3	$1.79M	Buy	+27,382	New	+$1.76M	0.35%	74
2025 Q1	–	Sell	-14,727	Closed	-$918K	–	184
2024 Q4	$918K	Buy	14,727 +385	+3%	+$24.7K	0.22%	98
2024 Q3	$894K	Sell	14,342 -1,518	-10%	-$91.5K	0.2%	102
2024 Q2	$928K	Sell	15,860 -8,890	-36%	-$522K	0.21%	95
2024 Q1	$1.5M	Buy	24,750 +1,560	+7%	+$88.3K	0.3%	64
2023 Q4	$1.29M	Sell	23,190 -12,170	-34%	-$617K	0.26%	67
2023 Q3	$1.76M	Sell	35,360 -3,010	-8%	-$158K	0.34%	55
2023 Q2	$2.01M	Sell	38,370 -4,255	-10%	-$211K	0.39%	49
2023 Q1	$2.13M	Buy	42,625 +1,535	+4%	+$78.2K	0.45%	47
2022 Q4	$1.99M	Sell	41,090 -235	-0.6%	-$11.4K	0.48%	47
2022 Q3	$1.81M	Sell	41,325 -340	-0.8%	-$16.4K	0.46%	47
2022 Q2	$1.89M	Buy	41,665 +725	+2%	+$35.8K	0.45%	53
2022 Q1	$2.2M	Sell	40,940 -1,250	-3%	-$66.6K	0.47%	53
2021 Q4	$2.39M	Buy	42,190 +415	+1%	+$23.1K	0.49%	54
2021 Q3	$2.2M	Buy	41,775 +940	+2%	+$50.6K	0.51%	52
2021 Q2	$2.19M	Sell	40,835 -1,005	-2%	-$54.3K	0.51%	52
2021 Q1	$2.18M	Buy	41,840 +4,340	+12%	+$217K	0.57%	50
2020 Q4	$1.72M	Sell	37,500 -1,375	-4%	-$57.9K	0.53%	47
2020 Q3	$1.44M	Sell	38,875 -150	-0.4%	-$5.61K	0.5%	52
2020 Q2	$1.39M	Sell	39,025 -9,120	-19%	-$303K	0.55%	45
2020 Q1	$1.39M	Sell	48,145 -6,165	-11%	-$229K	0.59%	42
2019 Q4	$2.24M	Buy	+54,310	New	+$2.15M	0.67%	32

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

TBH Global Asset Management's IJH Position: Q2 2026 in Review

TBH Global Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, selling an estimated $54.2K and leaving 23,789 shares worth $1.83M. The position accounts for 0.34% of the portfolio, ranked #73.

TBH Global Asset Management first reported a position in IJH in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.39M in Q4 2021. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TBH Global Asset Management held 23,789 shares of iShares Core S&P Mid-Cap ETF worth $1.83M as of Q2 2026.
TBH Global Asset Management sold 739 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $54.2K.
iShares Core S&P Mid-Cap ETF made up 0.34% of TBH Global Asset Management's portfolio in Q2 2026, its #73 holding.
TBH Global Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
TBH Global Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $2.39M in Q4 2021.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.