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Tepp RIA’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tepp RIA’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 		$1.75M Sell
22,674
-2,488
-10% -$183K 1.19% 17
2026
Q1 		$1.7M Buy
25,162
+3,253
+15% +$226K 1.33% 16
2025
Q4 		$1.45M Sell
21,909
-336
-2% -$22K 1.43% 12
2025
Q3 		$1.45M Sell
22,245
-1,197
-5% -$76.9K 1.65% 8
2025
Q2 		$1.45M Sell
23,442
-8,411
-26% -$494K 1.88% 7
2025
Q1 		$1.86M Sell
31,853
-2,934
-8% -$182K 2.52% 8
2024
Q4 		$2.17M Buy
+34,787
New +$2.23M 3.21% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tepp RIA's IJH Position: Q2 2026 in Review

Tepp RIA reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.9% in Q2 2026, selling an estimated $183K and leaving 22,674 shares worth $1.75M. The position accounts for 1.19% of the portfolio, ranked #17.

Tepp RIA first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Tepp RIA held 22,674 shares of iShares Core S&P Mid-Cap ETF worth $1.75M as of Q2 2026.
  • Tepp RIA sold 2,488 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $183K.
  • iShares Core S&P Mid-Cap ETF made up 1.19% of Tepp RIA's portfolio in Q2 2026, its #17 holding.
  • Tepp RIA first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Tepp RIA's iShares Core S&P Mid-Cap ETF position peaked at $2.17M in Q4 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.