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

Tidemark’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	$116K	Buy	1,714 +344	+25%	+$23.9K	0.03%	180
2025 Q4	$90.4K	Sell	1,370 -257	-16%	-$16.8K	0.03%	186
2025 Q3	$106K	Buy	1,627 +11	+0.7%	+$707	0.03%	183
2025 Q2	$100K	Sell	1,616 -23	-1%	-$1.35K	0.03%	182
2025 Q1	$95.7K	Sell	1,639 -736	-31%	-$45.7K	0.04%	174
2024 Q4	$148K	Buy	2,375 +216	+10%	+$13.9K	0.06%	141
2024 Q3	$135K	Buy	2,159 +169	+8%	+$10.2K	0.06%	142
2024 Q2	$116K	Sell	1,990 -866	-30%	-$50.9K	0.05%	141
2024 Q1	$173K	Sell	2,856 -534	-16%	-$30.2K	0.1%	131
2023 Q4	$188K	Buy	+3,390	New	+$172K	0.12%	116

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tidemark's IJH Position: Q1 2026 in Review

Tidemark increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 25% in Q1 2026, buying an estimated $23.9K and bringing the position to 1,714 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #180.

Tidemark first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $188K in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Tidemark held 1,714 shares of iShares Core S&P Mid-Cap ETF worth $116K as of Q1 2026.
Tidemark bought 344 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $23.9K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Tidemark's portfolio in Q1 2026, its #180 holding.
Tidemark first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Tidemark's iShares Core S&P Mid-Cap ETF position peaked at $188K in Q4 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.