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Tilia Fiduciary Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tilia Fiduciary Partners’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 		$717K Sell
10,622
-627
-6% -$43.5K 0.39% 66
2025
Q4 		$742K Sell
11,249
-184
-2% -$12.1K 0.41% 63
2025
Q3 		$746K Sell
11,433
-67
-0.6% -$4.31K 0.43% 63
2025
Q2 		$713K Buy
11,500
+105
+0.9% +$6.16K 0.44% 66
2025
Q1 		$665K Buy
11,395
+66
+0.6% +$4.1K 0.44% 66
2024
Q4 		$706K Sell
11,329
-359
-3% -$23K 0.48% 60
2024
Q3 		$728K Buy
11,688
+2,674
+30% +$161K 0.5% 57
2024
Q2 		$528K Buy
9,014
+98
+1% +$5.76K 0.41% 63
2024
Q1 		$542K Sell
8,916
-159
-2% -$9K 0.44% 63
2023
Q4 		$503K Buy
9,075
+100
+1% +$5.07K 0.47% 65
2023
Q3 		$448K Sell
8,975
-100
-1% -$5.24K 0.47% 63
2023
Q2 		$475K Sell
9,075
-95
-1% -$4.72K 0.42% 63
2023
Q1 		$459K Buy
9,170
+45
+0.5% +$2.29K 0.44% 66
2022
Q4 		$441K Sell
9,125
-270
-3% -$13K 0.42% 70
2022
Q3 		$424K Sell
9,395
-100
-1% -$4.83K 0.43% 71
2022
Q2 		$434K Sell
9,495
-110
-1% -$5.43K 0.41% 66
2022
Q1 		$515K Buy
9,605
+680
+8% +$36.2K 0.44% 65
2021
Q4 		$505K Buy
+8,925
New +$497K 0.41% 70

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 $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tilia Fiduciary Partners's IJH Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.6% in Q1 2026, selling an estimated $43.5K and leaving 10,622 shares worth $717K. The position accounts for 0.39% of the portfolio, ranked #66.

Tilia Fiduciary Partners first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $746K in Q3 2025. 2,649 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Tilia Fiduciary Partners held 10,622 shares of iShares Core S&P Mid-Cap ETF worth $717K as of Q1 2026.
  • Tilia Fiduciary Partners sold 627 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $43.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.39% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #66 holding.
  • Tilia Fiduciary Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's iShares Core S&P Mid-Cap ETF position peaked at $746K in Q3 2025.
  • 2,649 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.