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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TBH Global Asset Management's IJH Position: Q1 2026 in Review

TBH Global Asset Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 24,528 shares worth $1.66M. The stake represents 0.33% of the portfolio and ranks #72 among its holdings. This is a return to the name: TBH Global Asset Management previously reported a position in IJH as recently as Q3 2025.

TBH Global Asset Management first reported a position in IJH in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.39M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

TBH Global Asset Management held 24,528 shares of iShares Core S&P Mid-Cap ETF worth $1.66M as of Q1 2026.
iShares Core S&P Mid-Cap ETF was a new TBH Global Asset Management position in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.33% of TBH Global Asset Management's portfolio in Q1 2026, its #72 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 23 quarters since.
TBH Global Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $2.39M in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on TBH Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.