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

TFB 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 Q1	$241K	Sell	3,575 -32,413	-90%	-$2.25M	0.13%	166
2025 Q4	$2.38M	Sell	35,988 -913	-2%	-$59.8K	0.66%	30
2025 Q3	$2.4M	Buy	36,901 +5,282	+17%	+$339K	0.7%	28
2025 Q2	$1.96M	Sell	31,619 -13	-0%	-$763	0.51%	42
2025 Q1	$1.85M	Buy	31,632 +2,358	+8%	+$146K	0.53%	41
2024 Q4	$1.82M	Buy	29,274 +1,374	+5%	+$88.1K	0.52%	42
2024 Q3	$1.74M	Buy	27,900 +136	+0.5%	+$8.2K	0.52%	43
2024 Q2	$1.62M	Buy	27,764 +207	+0.8%	+$12.2K	0.53%	43
2024 Q1	$1.58M	Buy	27,557 +4,662	+20%	+$264K	0.57%	41
2023 Q4	$1.27M	Buy	+22,895	New	+$1.16M	0.65%	43
2023 Q3	–	Sell	-24,700	Closed	-$1.29M	–	154
2023 Q2	$1.29M	Buy	+24,700	New	+$1.23M	0.56%	42

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

TFB Advisors's IJH Position: Q1 2026 in Review

TFB Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 90% in Q1 2026, selling an estimated $2.25M and leaving 3,575 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #166.

TFB Advisors first reported a position in IJH in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q3 2025. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

TFB Advisors held 3,575 shares of iShares Core S&P Mid-Cap ETF worth $241K as of Q1 2026.
TFB Advisors sold 32,413 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.25M.
iShares Core S&P Mid-Cap ETF made up 0.13% of TFB Advisors's portfolio in Q1 2026, its #166 holding.
TFB Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
TFB Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.4M in Q3 2025.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.