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

TCP 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	$258K	Buy	3,344 +19	+0.6%	+$1.39K	0.03%	119
2026 Q1	$225K	Hold	3,325	–	–	0.03%	115
2025 Q4	$219K	Hold	3,325	–	–	0.04%	100
2025 Q3	$217K	Sell	3,325 -32	-1%	-$2.06K	0.04%	103
2025 Q2	$208K	Buy	+3,357	New	+$197K	0.04%	90
2025 Q1	–	Sell	-3,325	Closed	-$207K	–	92
2024 Q4	$207K	Hold	3,325	–	–	0.05%	89
2024 Q3	$207K	Buy	+3,325	New	+$201K	0.05%	85
2024 Q2	–	Sell	-3,325	Closed	-$202K	–	79
2024 Q1	$202K	Buy	+3,325	New	+$188K	0.05%	77

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

TCP Asset Management's IJH Position: Q2 2026 in Review

TCP Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.57% in Q2 2026, buying an estimated $1.39K and bringing the position to 3,344 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #119.

TCP Asset Management first reported a position in IJH in Q1 2024 and has held it in 8 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TCP Asset Management held 3,344 shares of iShares Core S&P Mid-Cap ETF worth $258K as of Q2 2026.
TCP Asset Management bought 19 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.39K.
iShares Core S&P Mid-Cap ETF made up 0.03% of TCP Asset Management's portfolio in Q2 2026, its #119 holding.
TCP Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.