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

TCI Wealth 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	$650K	Sell	8,426 -798	-9%	-$58.6K	0.03%	141
2026 Q1	$623K	Sell	9,224 -380	-4%	-$26.4K	0.03%	130
2025 Q4	$634K	Buy	9,604 +260	+3%	+$17K	0.03%	129
2025 Q3	$610K	Buy	9,344 +1,544	+20%	+$99.2K	0.04%	133
2025 Q2	$484K	Buy	7,800 +3,824	+96%	+$224K	0.03%	143
2025 Q1	$232K	Buy	+3,976	New	+$247K	0.02%	200
2023 Q2	–	Sell	-150	Closed	-$7.5K	–	1153
2023 Q1	$7.5K	Sell	150 -325	-68%	-$16.6K	﹤0.01%	1254
2022 Q4	$23K	Buy	475 +325	+217%	+$15.7K	﹤0.01%	633
2022 Q3	$7K	Sell	150 -45	-23%	-$2.18K	﹤0.01%	1258
2022 Q2	$9K	Buy	195 +45	+30%	+$2.22K	﹤0.01%	1081
2022 Q1	$8K	Sell	150 -290	-66%	-$15.4K	﹤0.01%	1252
2021 Q4	$25K	Buy	440 +160	+57%	+$8.91K	﹤0.01%	608
2021 Q3	$15K	Buy	280 +130	+87%	+$6.99K	﹤0.01%	822
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	1111
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	984
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	750
2020 Q3	$6K	Sell	150 -1,000	-87%	-$37.4K	﹤0.01%	712
2020 Q2	$41K	Buy	1,150 +1,000	+667%	+$33.2K	0.02%	339
2020 Q1	$4K	Sell	150 -10,430	-99%	-$388K	﹤0.01%	771
2019 Q4	$436K	Buy	10,580 +10,405	+5,946%	+$412K	0.17%	97
2019 Q3	$7K	Sell	175 -25	-13%	-$961	﹤0.01%	724
2019 Q2	$8K	Buy	+200	New	+$7.67K	﹤0.01%	669
2017 Q3	–	Sell	-90	Closed	-$3K	–	1346
2017 Q2	$3K	Buy	+90	New	+$3.11K	﹤0.01%	881
2017 Q1	–	Sell	-5,570	Closed	-$184K	–	1333
2016 Q4	$184K	Buy	+5,570	New	+$177K	0.1%	143
2015 Q3	–	Sell	-115	Closed	-$3K	–	989
2015 Q2	$3K	Hold	115	–	–	﹤0.01%	732
2015 Q1	$3K	Hold	115	–	–	﹤0.01%	666
2014 Q4	$3K	Sell	115 -370	-76%	-$10.4K	﹤0.01%	660
2014 Q3	$13K	Hold	485	–	–	0.01%	403
2014 Q2	$14K	Buy	485 +225	+87%	+$6.18K	0.01%	405
2014 Q1	$7K	Hold	260	–	–	﹤0.01%	480
2013 Q4	$7K	Buy	+260	New	+$6.71K	﹤0.01%	483
2013 Q3	–	Sell	-80	Closed	-$2K	–	810
2013 Q2	$2K	Buy	+80	New	+$1.86K	﹤0.01%	584

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCI Wealth Advisors's IJH Position: Q2 2026 in Review

TCI Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.7% in Q2 2026, selling an estimated $58.6K and leaving 8,426 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #141.

TCI Wealth Advisors first reported a position in IJH in Q2 2013 and has held it in 32 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TCI Wealth Advisors held 8,426 shares of iShares Core S&P Mid-Cap ETF worth $650K as of Q2 2026.
TCI Wealth Advisors sold 798 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $58.6K.
iShares Core S&P Mid-Cap ETF made up 0.03% of TCI Wealth Advisors's portfolio in Q2 2026, its #141 holding.
TCI Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 32 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.