TCV Trust & Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.05M | Buy |
13,631
+1,148
| +9% | +$84.2K | 0.08% | 106 |
|
|
2026
Q1 | $843K | Buy |
12,483
+1,285
| +11% | +$89.1K | 0.07% | 115 |
|
|
2025
Q4 | $739K | Sell |
11,198
-230
| -2% | -$15.1K | 0.06% | 124 |
|
|
2025
Q3 | $746K | Sell |
11,428
-65
| -0.6% | -$4.18K | 0.06% | 119 |
|
|
2025
Q2 | $713K | Sell |
11,493
-295
| -3% | -$17.3K | 0.06% | 123 |
|
|
2025
Q1 | $688K | Sell |
11,788
-665
| -5% | -$41.3K | 0.06% | 117 |
|
|
2024
Q4 | $776K | Buy |
12,453
+375
| +3% | +$24.1K | 0.07% | 114 |
|
|
2024
Q3 | $753K | Sell |
12,078
-2,955
| -20% | -$178K | 0.07% | 118 |
|
|
2024
Q2 | $880K | Sell |
15,033
-1,354
| -8% | -$79.5K | 0.08% | 105 |
|
|
2024
Q1 | $995K | Buy |
16,387
+252
| +2% | +$14.3K | 0.1% | 100 |
|
|
2023
Q4 | $894K | Buy |
16,135
+2,145
| +15% | +$109K | 0.09% | 103 |
|
|
2023
Q3 | $698K | Sell |
13,990
-775
| -5% | -$40.6K | 0.08% | 115 |
|
|
2023
Q2 | $772K | Sell |
14,765
-1,000
| -6% | -$49.7K | 0.08% | 113 |
|
|
2023
Q1 | $789K | Buy |
15,765
+1,080
| +7% | +$55K | 0.09% | 111 |
|
|
2022
Q4 | $710K | Buy |
14,685
+5,620
| +62% | +$272K | 0.08% | 120 |
|
|
2022
Q3 | $398K | Sell |
9,065
-265
| -3% | -$12.8K | 0.05% | 139 |
|
|
2022
Q2 | $422K | Sell |
9,330
-375
| -4% | -$18.5K | 0.05% | 142 |
|
|
2022
Q1 | $521K | Buy |
9,705
+1,000
| +11% | +$53.2K | 0.06% | 139 |
|
|
2021
Q4 | $492K | Sell |
8,705
-50
| -0.6% | -$2.78K | 0.05% | 141 |
|
|
2021
Q3 | $461K | Hold |
8,755
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $471K | Hold |
8,755
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $456K | Sell |
8,755
-125
| -1% | -$6.24K | 0.05% | 136 |
|
|
2020
Q4 | $408K | Sell |
8,880
-1,100
| -11% | -$46.3K | 0.05% | 139 |
|
|
2020
Q3 | $370K | Hold |
9,980
| – | – | 0.05% | 138 |
|
|
2020
Q2 | $354K | Sell |
9,980
-15
| -0.2% | -$498 | 0.05% | 138 |
|
|
2020
Q1 | $288K | Sell |
9,995
-125
| -1% | -$4.65K | 0.05% | 141 |
|
|
2019
Q4 | $416K | Hold |
10,120
| – | – | 0.05% | 140 |
|
|
2019
Q3 | $391K | Buy |
10,120
+365
| +4% | +$14K | 0.05% | 146 |
|
|
2019
Q2 | $379K | Sell |
9,755
-2,580
| -21% | -$98.9K | 0.05% | 146 |
|
|
2019
Q1 | $467K | Buy |
12,335
+1,830
| +17% | +$67.6K | 0.06% | 135 |
|
|
2018
Q4 | $349K | Hold |
10,505
| – | – | 0.05% | 159 |
|
|
2018
Q3 | $423K | Hold |
10,505
| – | – | 0.06% | 151 |
|
|
2018
Q2 | $409K | Sell |
10,505
-800
| -7% | -$30.9K | 0.06% | 152 |
|
|
2018
Q1 | $424K | Buy |
11,305
+5,130
| +83% | +$196K | 0.06% | 143 |
|
|
2017
Q4 | $234K | Sell |
6,175
-375
| -6% | -$13.9K | 0.03% | 177 |
|
|
2017
Q3 | $234K | Hold |
6,550
| – | – | 0.03% | 178 |
|
|
2017
Q2 | $228K | Buy |
+6,550
| New | +$226K | 0.03% | 178 |
|
Other funds holding IJH
CCA
MRC
VFA
CWM
FMII
TCV Trust & Wealth Management's IJH Position: Q2 2026 in Review
TCV Trust & Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.2% in Q2 2026, buying an estimated $84.2K and bringing the position to 13,631 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #106.
TCV Trust & Wealth Management first reported a position in IJH in Q2 2017 and has held it in 37 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- TCV Trust & Wealth Management held 13,631 shares of iShares Core S&P Mid-Cap ETF worth $1.05M as of Q2 2026.
- TCV Trust & Wealth Management bought 1,148 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $84.2K.
- iShares Core S&P Mid-Cap ETF made up 0.08% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #106 holding.
- TCV Trust & Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
- 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.