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

Thoroughbred Financial Services’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
Q3 		$2.36M Buy
32,867
+1,317
+4% +$99.4K 0.11% 170
2026
Q2 		$2.43M Buy
31,550
+356
+1% +$26.1K 0.12% 163
2026
Q1 		$2.11M Buy
31,194
+6
+0% +$416 0.13% 161
2025
Q4 		$2.06M Buy
31,188
+434
+1% +$28.4K 0.12% 160
2025
Q3 		$2.01M Buy
30,754
+2,760
+10% +$177K 0.12% 171
2025
Q2 		$1.74M Sell
27,994
-2,915
-9% -$171K 0.12% 175
2025
Q1 		$1.8M Buy
30,909
+2,025
+7% +$126K 0.11% 190
2024
Q4 		$1.8M Buy
28,884
+1,218
+4% +$78.1K 0.11% 176
2024
Q3 		$1.72M Buy
27,666
+636
+2% +$38.4K 0.11% 174
2024
Q2 		$1.58M Buy
27,030
+3,283
+14% +$193K 0.11% 183
2024
Q1 		$1.44M Sell
23,747
-3,418
-13% -$194K 0.14% 146
2023
Q4 		$1.5M Buy
27,165
+400
+1% +$20.3K 0.12% 167
2023
Q3 		$1.34M Buy
26,765
+3,855
+17% +$202K 0.13% 167
2023
Q2 		$1.2M Buy
22,910
+30
+0.1% +$1.49K 0.16% 144
2023
Q1 		$1.14M Buy
22,880
+215
+0.9% +$11K 0.17% 142
2022
Q4 		$1.1M Buy
22,665
+280
+1% +$13.5K 0.18% 138
2022
Q3 		$981K Sell
22,385
-490
-2% -$23.7K 0.19% 130
2022
Q2 		$1.04M Sell
22,875
-5
-0% -$247 0.19% 131
2022
Q1 		$1.23M Buy
22,880
+5
+0% +$266 0.2% 125
2021
Q4 		$1.3M Buy
22,875
+1,485
+7% +$82.7K 0.27% 92
2021
Q3 		$1.12M Buy
21,390
+80
+0.4% +$4.3K 0.27% 87
2021
Q2 		$1.14M Buy
21,310
+1,145
+6% +$61.8K 0.29% 86
2021
Q1 		$1.05M Buy
20,165
+1,260
+7% +$62.9K 0.29% 93
2020
Q4 		$869K Buy
18,905
+20
+0.1% +$843 0.27% 94
2020
Q3 		$700K Buy
18,885
+680
+4% +$25.4K 0.26% 93
2020
Q2 		$648K Buy
18,205
+2,690
+17% +$89.3K 0.27% 99
2020
Q1 		$446K Sell
15,515
-475
-3% -$17.7K 0.16% 146
2019
Q4 		$658K Buy
15,990
+2,005
+14% +$79.5K 0.22% 120
2019
Q3 		$541K Buy
+13,985
New +$537K 0.21% 128
2019
Q2 		– Sell
-12,540
Closed -$475K – 209
2019
Q1 		$475K Buy
+12,540
New +$463K 0.2% 128

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Thoroughbred Financial Services's IJH Position: Q3 2026 in Review

Thoroughbred Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q3 2026, buying an estimated $99.4K and bringing the position to 32,867 shares worth $2.36M. The position accounts for 0.11% of the portfolio, ranked #170.

Thoroughbred Financial Services first reported a position in IJH in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.43M in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Thoroughbred Financial Services held 32,867 shares of iShares Core S&P Mid-Cap ETF worth $2.36M as of Q3 2026.
  • Thoroughbred Financial Services bought 1,317 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $99.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Thoroughbred Financial Services's portfolio in Q3 2026, its #170 holding.
  • Thoroughbred Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Thoroughbred Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $2.43M in Q2 2026.
  • 2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.