Timmons Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$42.5K Sell
551
-14
-2% -$1.03K 0.03% 51
2026
Q1
$38.1K Buy
565
+2
+0.4% +$139 0.04% 45
2025
Q4
$37.2K Buy
+563
New +$36.9K 0.04% 51

Other funds holding IJH

Timmons Wealth Management's IJH Position: Q2 2026 in Review

Timmons Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, selling an estimated $1.03K and leaving 551 shares worth $42.5K. The position accounts for 0.03% of the portfolio, ranked #51.

Timmons Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Timmons Wealth Management held 551 shares of iShares Core S&P Mid-Cap ETF worth $42.5K as of Q2 2026.
  • Timmons Wealth Management sold 14 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.03K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Timmons Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Timmons Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Timmons Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.