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

Tectonic 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	$13.8M	Buy	178,520 +10,750	+6%	+$789K	0.66%	45
2026 Q1	$11.3M	Buy	167,770 +3,301	+2%	+$229K	0.6%	52
2025 Q4	$10.9M	Buy	164,469 +10,102	+7%	+$662K	0.57%	53
2025 Q3	$10.1M	Buy	154,367 +5,801	+4%	+$373K	0.55%	54
2025 Q2	$9.21M	Buy	148,566 +10,220	+7%	+$600K	0.54%	50
2025 Q1	$8.07M	Buy	138,346 +5,278	+4%	+$328K	0.5%	52
2024 Q4	$8.29M	Buy	133,068 +3,813	+3%	+$245K	0.54%	44
2024 Q3	$8.06M	Buy	129,255 +5,770	+5%	+$348K	0.53%	41
2024 Q2	$7.23M	Hold	123,485	–	–	0.52%	36
2024 Q1	$7.5M	Hold	123,485	–	–	0.57%	27
2023 Q4	$6.84M	Sell	123,485 -70	-0.1%	-$3.55K	0.57%	27
2023 Q3	$6.16M	Buy	123,555 +11,570	+10%	+$606K	0.58%	26
2023 Q2	$5.86M	Hold	111,985	–	–	0.72%	24
2023 Q1	$5.6M	Buy	111,985 +16,185	+17%	+$825K	0.77%	23
2022 Q4	$4.63M	Hold	95,800	–	–	0.72%	25
2022 Q3	$4.2M	Hold	95,800	–	–	0.78%	21
2022 Q2	$4.33M	Hold	95,800	–	–	0.79%	22
2022 Q1	$5.14M	Hold	95,800	–	–	0.88%	18
2021 Q4	$5.42M	Sell	95,800 -1,250	-1%	-$69.6K	0.97%	18
2021 Q3	$5.11M	Sell	97,050 -13,510	-12%	-$727K	1%	19
2021 Q2	$5.94M	Sell	110,560 -1,260	-1%	-$68K	1.23%	16
2021 Q1	$5.82M	Sell	111,820 -1,340	-1%	-$66.9K	1.45%	15
2020 Q4	$5.2M	Buy	+113,160	New	+$4.77M	1.42%	16

Other funds holding IJH

VFA

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

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Tectonic Advisors's IJH Position: Q2 2026 in Review

Tectonic Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.4% in Q2 2026, buying an estimated $789K and bringing the position to 178,520 shares worth $13.8M. The position accounts for 0.66% of the portfolio, ranked #45.

Tectonic Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 588 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Tectonic Advisors held 178,520 shares of iShares Core S&P Mid-Cap ETF worth $13.8M as of Q2 2026.
Tectonic Advisors bought 10,750 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $789K.
iShares Core S&P Mid-Cap ETF made up 0.66% of Tectonic Advisors's portfolio in Q2 2026, its #45 holding.
Tectonic Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
588 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.