TFC Financial Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TFC Financial Management’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	$855K	Buy	11,087 +2,752	+33%	+$202K	0.09%	65
2026 Q1	$563K	Buy	8,335 +3,458	+71%	+$240K	0.07%	73
2025 Q4	$322K	Sell	4,877 -756	-13%	-$49.5K	0.04%	100
2025 Q3	$368K	Buy	5,633 +597	+12%	+$38.4K	0.05%	90
2025 Q2	$312K	Sell	5,036 -858	-15%	-$50.4K	0.04%	99
2025 Q1	$344K	Buy	5,894 +2	+0%	+$124	0.05%	84
2024 Q4	$367K	Buy	5,892 +3	+0.1%	+$192	0.06%	86
2024 Q3	$367K	Buy	5,889 +3	+0.1%	+$181	0.06%	84
2024 Q2	$344K	Buy	5,886 +2	+0%	+$117	0.06%	78
2024 Q1	$357K	Sell	5,884 -1,766	-23%	-$100K	0.06%	77
2023 Q4	$424K	Buy	7,650 +10	+0.1%	+$507	0.09%	74
2023 Q3	$381K	Hold	7,640	–	–	0.09%	73
2023 Q2	$400K	Hold	7,640	–	–	0.1%	71
2023 Q1	$382K	Buy	7,640 +6,375	+504%	+$325K	0.1%	71
2022 Q4	$61.1K	Buy	1,265 +10	+0.8%	+$483	0.02%	189
2022 Q3	$55K	Hold	1,255	–	–	0.02%	194
2022 Q2	$57K	Hold	1,255	–	–	0.02%	195
2022 Q1	$67K	Buy	1,255 +5	+0.4%	+$266	0.02%	187
2021 Q4	$71K	Buy	1,250 +5	+0.4%	+$278	0.02%	190
2021 Q3	$66K	Buy	1,245 +600	+93%	+$32.3K	0.02%	191
2021 Q2	$35K	Hold	645	–	–	0.01%	226
2021 Q1	$34K	Hold	645	–	–	0.01%	215
2020 Q4	$30K	Buy	645 +5	+0.8%	+$211	0.01%	223
2020 Q3	$24K	Buy	+640	New	+$23.9K	0.01%	226

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TFC Financial Management's IJH Position: Q2 2026 in Review

TFC Financial Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q2 2026, buying an estimated $202K and bringing the position to 11,087 shares worth $855K. The position accounts for 0.09% of the portfolio, ranked #65.

TFC Financial Management first reported a position in IJH in Q3 2020 and has held it in 24 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TFC Financial Management held 11,087 shares of iShares Core S&P Mid-Cap ETF worth $855K as of Q2 2026.
TFC Financial Management bought 2,752 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $202K.
iShares Core S&P Mid-Cap ETF made up 0.09% of TFC Financial Management's portfolio in Q2 2026, its #65 holding.
TFC Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.