Third View Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$953K Sell
12,363
-2,802
-18% -$206K 0.12% 138
2026
Q1
$1.02M Sell
15,165
-1,821
-11% -$126K 0.14% 121
2025
Q4
$1.12M Buy
+16,986
New +$1.11M 0.15% 122

Other funds holding IJH

Third View Private Wealth's IJH Position: Q2 2026 in Review

Third View Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q2 2026, selling an estimated $206K and leaving 12,363 shares worth $953K. The position accounts for 0.12% of the portfolio, ranked #138.

Third View Private Wealth first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 1,947 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Third View Private Wealth held 12,363 shares of iShares Core S&P Mid-Cap ETF worth $953K as of Q2 2026.
  • Third View Private Wealth sold 2,802 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $206K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Third View Private Wealth's portfolio in Q2 2026, its #138 holding.
  • Third View Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.12M in Q4 2025.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.