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 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 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

Tepp RIA's IJH Position: Q1 2026 in Review

Tepp RIA increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2026, buying an estimated $226K and bringing the position to 25,162 shares worth $1.7M. The position accounts for 1.33% of the portfolio, ranked #16.

Tepp RIA first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Tepp RIA held 25,162 shares of iShares Core S&P Mid-Cap ETF worth $1.7M as of Q1 2026.
Tepp RIA bought 3,253 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $226K.
iShares Core S&P Mid-Cap ETF made up 1.33% of Tepp RIA's portfolio in Q1 2026, its #16 holding.
Tepp RIA first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Tepp RIA's iShares Core S&P Mid-Cap ETF position peaked at $2.17M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.