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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
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 		$1.33M 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 		$1.03M Sell
22,875
-5
-0% -$247 0.19% 131
2022
Q1 		$1.23M Buy
22,880
+5
+0% +$266 0.2% 125
2021
Q4 		$1.29M Buy
22,875
+1,485
+7% +$82.7K 0.27% 92
2021
Q3 		$1.13M Buy
21,390
+80
+0.4% +$4.3K 0.27% 87
2021
Q2 		$1.15M 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thoroughbred Financial Services's IJH Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.02% in Q1 2026, buying an estimated $416 and bringing the position to 31,194 shares worth $2.11M. The position accounts for 0.13% of the portfolio, ranked #161.

Thoroughbred Financial Services first reported a position in IJH in Q1 2019 and has held it in 28 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Thoroughbred Financial Services held 31,194 shares of iShares Core S&P Mid-Cap ETF worth $2.11M as of Q1 2026.
  • Thoroughbred Financial Services bought 6 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $416.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of Thoroughbred Financial Services's portfolio in Q1 2026, its #161 holding.
  • Thoroughbred Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.