TD Private Client Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TD Private Client Wealth’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	$25.1M	Sell	325,897 -4,766	-1%	-$350K	0.46%	39
2026 Q1	$22.3M	Buy	330,663 +2,082	+0.6%	+$144K	0.46%	41
2025 Q4	$21.7M	Sell	328,581 -12,664	-4%	-$830K	0.46%	42
2025 Q3	$22.3M	Sell	341,245 -20,648	-6%	-$1.33M	0.5%	39
2025 Q2	$22.4M	Sell	361,893 -13,485	-4%	-$792K	0.55%	36
2025 Q1	$21.9M	Sell	375,378 -12,330	-3%	-$766K	0.6%	33
2024 Q4	$24.2M	Sell	387,708 -26,955	-7%	-$1.73M	0.68%	31
2024 Q3	$25.8M	Buy	414,663 +9,904	+2%	+$597K	0.74%	29
2024 Q2	$23.7M	Sell	404,759 -11,764	-3%	-$691K	0.75%	28
2024 Q1	$25.3M	Sell	416,523 -3,712	-0.9%	-$210K	0.83%	27
2023 Q4	$23.3M	Sell	420,235 -10,040	-2%	-$509K	0.84%	27
2023 Q3	$21.5M	Buy	430,275 +9,785	+2%	+$513K	0.93%	20
2023 Q2	$22M	Sell	420,490 -14,465	-3%	-$719K	0.95%	21
2023 Q1	$21.8M	Buy	434,955 +59,565	+16%	+$3.03M	0.98%	16
2022 Q4	$18.2M	Sell	375,390 -54,035	-13%	-$2.61M	0.86%	19
2022 Q3	$18.8M	Sell	429,425 -1,960	-0.5%	-$94.8K	0.96%	16
2022 Q2	$19.5M	Buy	431,385 +55,285	+15%	+$2.73M	0.95%	18
2022 Q1	$20.2M	Buy	376,100 +7,410	+2%	+$395K	0.86%	19
2021 Q4	$20.9M	Buy	368,690 +60,970	+20%	+$3.39M	0.87%	20
2021 Q3	$16.2M	Buy	307,720 +37,115	+14%	+$2M	0.69%	24
2021 Q2	$14.5M	Buy	270,605 +32,885	+14%	+$1.78M	0.62%	29
2021 Q1	$12.4M	Buy	237,720 +8,935	+4%	+$446K	0.58%	32
2020 Q4	$10.5M	Sell	228,785 -20,640	-8%	-$870K	0.53%	39
2020 Q3	$9.24M	Sell	249,425 -10,375	-4%	-$388K	0.52%	39
2020 Q2	$9.24M	Sell	259,800 -75,255	-22%	-$2.5M	0.54%	41
2020 Q1	$9.64M	Buy	335,055 +36,515	+12%	+$1.36M	0.69%	31
2019 Q4	$12.3M	Buy	+298,540	New	+$11.8M	0.74%	25

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

TD Private Client Wealth's IJH Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, selling an estimated $350K and leaving 325,897 shares worth $25.1M. The position accounts for 0.46% of the portfolio, ranked #39.

TD Private Client Wealth first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.8M in Q3 2024. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TD Private Client Wealth held 325,897 shares of iShares Core S&P Mid-Cap ETF worth $25.1M as of Q2 2026.
TD Private Client Wealth sold 4,766 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $350K.
iShares Core S&P Mid-Cap ETF made up 0.46% of TD Private Client Wealth's portfolio in Q2 2026, its #39 holding.
TD Private Client Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares Core S&P Mid-Cap ETF position peaked at $25.8M in Q3 2024.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.