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Tiemann Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tiemann Investment Advisors’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 		$2.38M Sell
35,285
-197
-0.6% -$13.7K 0.93% 22
2025
Q4 		$2.34M Buy
35,482
+985
+3% +$64.5K 0.91% 21
2025
Q3 		$2.25M Buy
34,497
+1,560
+5% +$100K 0.86% 23
2025
Q2 		$2.04M Buy
32,937
+380
+1% +$22.3K 0.84% 22
2025
Q1 		$1.9M Sell
32,557
-290
-0.9% -$18K 0.86% 24
2024
Q4 		$2.05M Sell
32,847
-1,220
-4% -$78.2K 0.91% 21
2024
Q3 		$2.12M Buy
34,067
+744
+2% +$44.9K 0.92% 23
2024
Q2 		$1.95M Sell
33,323
-1,392
-4% -$81.8K 0.87% 21
2024
Q1 		$2.11M Buy
34,715
+1,595
+5% +$90.3K 0.94% 21
2023
Q4 		$1.84M Buy
33,120
+2,225
+7% +$113K 0.89% 24
2023
Q3 		$1.54M Buy
30,895
+110
+0.4% +$5.76K 0.82% 27
2023
Q2 		$1.61M Buy
30,785
+760
+3% +$37.8K 0.82% 28
2023
Q1 		$1.5M Sell
30,025
-425
-1% -$21.7K 0.82% 30
2022
Q4 		$1.47M Buy
30,450
+70
+0.2% +$3.38K 0.86% 27
2022
Q3 		$1.33M Sell
30,380
-5,820
-16% -$281K 0.86% 31
2022
Q2 		$1.64M Sell
36,200
-250
-0.7% -$12.3K 0.87% 26
2022
Q1 		$1.96M Sell
36,450
-1,080
-3% -$57.5K 0.9% 25
2021
Q4 		$2.13M Buy
37,530
+5,755
+18% +$320K 0.9% 23
2021
Q3 		$1.67M Sell
31,775
-1,835
-5% -$98.7K 0.79% 30
2021
Q2 		$1.81M Sell
33,610
-215
-0.6% -$11.6K 0.85% 26
2021
Q1 		$1.76M Buy
33,825
+1,245
+4% +$62.2K 0.88% 24
2020
Q4 		$1.5M Buy
32,580
+900
+3% +$37.9K 0.8% 29
2020
Q3 		$1.17M Buy
31,680
+980
+3% +$36.6K 0.73% 37
2020
Q2 		$1.09M Buy
30,700
+14,175
+86% +$471K 0.75% 35
2020
Q1 		$476K Sell
16,525
-65
-0.4% -$2.42K 0.41% 64
2019
Q4 		$683K Buy
16,590
+505
+3% +$20K 0.47% 60
2019
Q3 		$622K Buy
16,085
+130
+0.8% +$5K 0.45% 59
2019
Q2 		$620K Buy
15,955
+40
+0.3% +$1.53K 0.45% 61
2019
Q1 		$603K Buy
15,915
+755
+5% +$27.9K 0.46% 57
2018
Q4 		$504K Buy
15,160
+3,685
+32% +$134K 0.45% 61
2018
Q3 		$462K Sell
11,475
-705
-6% -$28.3K 0.35% 79
2018
Q2 		$475K Sell
12,180
-610
-5% -$23.6K 0.38% 74
2018
Q1 		$480K Sell
12,790
-95
-0.7% -$3.63K 0.39% 74
2017
Q4 		$489K Buy
12,885
+1,705
+15% +$63K 0.39% 74
2017
Q3 		$400K Buy
11,180
+380
+4% +$13.2K 0.34% 88
2017
Q2 		$376K Buy
10,800
+125
+1% +$4.32K 0.34% 90
2017
Q1 		$366K Sell
10,675
-545
-5% -$18.5K 0.34% 89
2016
Q4 		$371K Buy
11,220
+285
+3% +$9.04K 0.36% 79
2016
Q3 		$338K Sell
10,935
-160
-1% -$4.95K 0.31% 103
2016
Q2 		$332K Sell
11,095
-335
-3% -$9.82K 0.31% 103
2016
Q1 		$330K Buy
11,430
+1,635
+17% +$43.7K 0.33% 98
2015
Q4 		$273K Sell
9,795
-595
-6% -$17K 0.28% 115
2015
Q3 		$284K Buy
10,390
+90
+0.9% +$2.62K 0.31% 113
2015
Q2 		$309K Sell
10,300
-70
-0.7% -$2.13K 0.32% 104
2015
Q1 		$315K Sell
10,370
-1,015
-9% -$30K 0.33% 94
2014
Q4 		$330K Sell
11,385
-740
-6% -$20.8K 0.35% 91
2014
Q3 		$332K Sell
12,125
-145
-1% -$4.09K 0.37% 94
2014
Q2 		$351K Sell
12,270
-75
-0.6% -$2.06K 0.39% 92
2014
Q1 		$339K Sell
12,345
-270
-2% -$7.26K 0.38% 93
2013
Q4 		$338K Buy
+12,615
New +$326K 0.4% 85

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

Tiemann Investment Advisors's IJH Position: Q1 2026 in Review

Tiemann Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.56% in Q1 2026, selling an estimated $13.7K and leaving 35,285 shares worth $2.38M. The position accounts for 0.93% of the portfolio, ranked #22.

Tiemann Investment Advisors first reported a position in IJH in Q4 2013 and has held it in 50 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Tiemann Investment Advisors held 35,285 shares of iShares Core S&P Mid-Cap ETF worth $2.38M as of Q1 2026.
  • Tiemann Investment Advisors sold 197 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $13.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.93% of Tiemann Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Tiemann Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.