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

Tennessee Valley Asset Management Partners’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 Q1	$838K	Buy	12,413 +785	+7%	+$54.5K	0.11%	93
2025 Q4	$767K	Sell	11,628 -719	-6%	-$47.1K	0.1%	91
2025 Q3	$806K	Buy	+12,347	New	+$793K	0.11%	89
2025 Q2	–	Sell	-11,189	Closed	-$653K	–	114
2025 Q1	$653K	Buy	11,189 +264	+2%	+$16.4K	0.11%	88
2024 Q4	$681K	Buy	10,925 +414	+4%	+$26.6K	0.11%	80
2024 Q3	$655K	Sell	10,511 -247	-2%	-$14.9K	0.11%	82
2024 Q2	$630K	Sell	10,758 -949	-8%	-$55.8K	0.12%	78
2024 Q1	$711K	Sell	11,707 -11,753	-50%	-$665K	0.17%	63
2023 Q4	$1.3M	Buy	23,460 +12,565	+115%	+$637K	0.18%	66
2023 Q3	$543K	Hold	10,895	–	–	0.18%	65
2023 Q2	$570K	Sell	10,895 -290	-3%	-$14.4K	0.18%	63
2023 Q1	$560K	Sell	11,185 -685	-6%	-$34.9K	0.18%	59
2022 Q4	$574K	Sell	11,870 -30,300	-72%	-$1.46M	0.2%	58
2022 Q3	$1.85M	Sell	42,170 -12,905	-23%	-$624K	0.73%	21
2022 Q2	$2.49M	Buy	55,075 +2,195	+4%	+$108K	0.96%	12
2022 Q1	$2.84M	Buy	52,880 +1,320	+3%	+$70.3K	0.96%	13
2021 Q4	$2.92M	Buy	51,560 +3,280	+7%	+$183K	0.97%	13
2021 Q3	$2.54M	Buy	+48,280	New	+$2.6M	0.96%	13
2021 Q2	–	Sell	-95,280	Closed	-$4.96M	–	59
2021 Q1	$4.96M	Sell	95,280 -2,595	-3%	-$130K	1.26%	13
2020 Q4	$4.5M	Buy	97,875 +50,485	+107%	+$2.13M	1.09%	15
2020 Q3	$1.76M	Buy	47,390 +6,450	+16%	+$241K	1.03%	17
2020 Q2	$1.46M	Buy	40,940 +3,700	+10%	+$123K	0.95%	19
2020 Q1	$1.07M	Buy	37,240 +1,545	+4%	+$57.4K	0.8%	20
2019 Q4	$1.47M	Buy	35,695 +3,315	+10%	+$131K	0.93%	18
2019 Q3	$1.25M	Sell	32,380 -12,390	-28%	-$476K	0.91%	17
2019 Q2	$1.74M	Sell	44,770 -72,010	-62%	-$2.76M	1.32%	13
2019 Q1	$4.42M	Sell	116,780 -50,495	-30%	-$1.86M	3.82%	9
2018 Q4	$5.55M	Buy	+167,275	New	+$6.1M	6.35%	5

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IJH Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q1 2026, buying an estimated $54.5K and bringing the position to 12,413 shares worth $838K. The position accounts for 0.11% of the portfolio, ranked #93.

Tennessee Valley Asset Management Partners first reported a position in IJH in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.55M in Q4 2018. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Tennessee Valley Asset Management Partners held 12,413 shares of iShares Core S&P Mid-Cap ETF worth $838K as of Q1 2026.
Tennessee Valley Asset Management Partners bought 785 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $54.5K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #93 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
Tennessee Valley Asset Management Partners's iShares Core S&P Mid-Cap ETF position peaked at $5.55M in Q4 2018.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.