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 Q2	$276K	Hold	3,575	–	–	0.12%	163
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFB Advisors's IJH Position: Q2 2026 in Review

TFB Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,575 shares worth $276K. The position accounts for 0.12% of the portfolio, ranked #163.

TFB Advisors first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.4M in Q3 2025. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TFB Advisors held 3,575 shares of iShares Core S&P Mid-Cap ETF worth $276K as of Q2 2026.
TFB Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.12% of TFB Advisors's portfolio in Q2 2026, its #163 holding.
TFB Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
TFB Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.4M in Q3 2025.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.