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TFG Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TFG Advisers’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
2025
Q2 		$1.02M Sell
16,521
-157
-0.9% -$9.22K 0.35% 73
2025
Q1 		$973K Sell
16,678
-28
-0.2% -$1.74K 0.35% 76
2024
Q4 		$1.04M Sell
16,706
-112
-0.7% -$7.18K 0.37% 72
2024
Q3 		$1.05M Sell
16,818
-167
-1% -$10.1K 0.38% 71
2024
Q2 		$994K Sell
16,985
-84
-0.5% -$4.93K 0.39% 72
2024
Q1 		$1.04M Sell
17,069
-241
-1% -$13.6K 0.41% 71
2023
Q4 		$960K Buy
17,310
+310
+2% +$15.7K 0.4% 69
2023
Q3 		$848K Sell
17,000
-5
-0% -$262 0.4% 70
2023
Q2 		$889K Sell
17,005
-250
-1% -$12.4K 0.4% 69
2023
Q1 		$863K Buy
17,255
+280
+2% +$14.3K 0.42% 66
2022
Q4 		$821K Buy
16,975
+55
+0.3% +$2.66K 0.42% 67
2022
Q3 		$742K Buy
16,920
+195
+1% +$9.43K 0.41% 68
2022
Q2 		$757K Sell
16,725
-70
-0.4% -$3.46K 0.4% 75
2022
Q1 		$901K Sell
16,795
-235
-1% -$12.5K 0.41% 72
2021
Q4 		$964K Buy
17,030
+95
+0.6% +$5.29K 0.42% 69
2021
Q3 		$891K Buy
16,935
+15
+0.1% +$807 0.43% 68
2021
Q2 		$909K Sell
16,920
-60
-0.4% -$3.24K 0.44% 68
2021
Q1 		$884K Sell
16,980
-490
-3% -$24.5K 0.46% 66
2020
Q4 		$802K Buy
17,470
+95
+0.5% +$4K 0.42% 69
2020
Q3 		$643K Sell
17,375
-90
-0.5% -$3.37K 0.37% 81
2020
Q2 		$621K Buy
17,465
+90
+0.5% +$2.99K 0.4% 74
2020
Q1 		$499K Buy
17,375
+1,110
+7% +$41.3K 0.4% 77
2019
Q4 		$669K Buy
16,265
+1,240
+8% +$49.1K 0.38% 74
2019
Q3 		$580K Buy
15,025
+305
+2% +$11.7K 0.38% 82
2019
Q2 		$571K Buy
14,720
+120
+0.8% +$4.6K 0.39% 80
2019
Q1 		$553K Buy
14,600
+255
+2% +$9.42K 0.4% 79
2018
Q4 		$476K Buy
+14,345
New +$523K 0.4% 80

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFG Advisers's IJH Position: Q2 2025 in Review

TFG Advisers reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.94% in Q2 2025, selling an estimated $9.22K and leaving 16,521 shares worth $1.02M. The position accounts for 0.35% of the portfolio, ranked #73.

TFG Advisers first reported a position in IJH in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.05M in Q3 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • TFG Advisers held 16,521 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q2 2025.
  • TFG Advisers sold 157 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $9.22K.
  • iShares Core S&P Mid-Cap ETF made up 0.35% of TFG Advisers's portfolio in Q2 2025, its #73 holding.
  • TFG Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's iShares Core S&P Mid-Cap ETF position peaked at $1.05M in Q3 2024.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.