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

TL Private Wealth’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 Q3	$967K	Sell	13,214 -411	-3%	-$31K	0.35%	19
2026 Q2	$1.03M	Sell	13,625 -92	-0.7%	-$6.75K	0.38%	16
2026 Q1	$966K	Sell	13,717 -848	-6%	-$58.8K	0.38%	16
2025 Q4	$1.01M	Buy	14,565 +47	+0.3%	+$3.08K	0.39%	15
2025 Q3	$936K	Buy	14,518 +408	+3%	+$26.2K	0.38%	16
2025 Q2	$891K	Buy	14,110 +2	+0%	+$117	0.37%	16
2025 Q1	$722K	Buy	14,108 +107	+0.8%	+$6.64K	0.36%	17
2024 Q4	$895K	Buy	14,001 +132	+1%	+$8.47K	0.4%	16
2024 Q3	$858K	Sell	13,869 -663	-5%	-$40K	0.38%	17
2024 Q2	$905K	Buy	14,532 +15	+0.1%	+$881	0.41%	17
2024 Q1	$871K	Sell	14,517 -363	-2%	-$20.6K	0.43%	13
2023 Q4	$825K	Buy	14,880 +20	+0.1%	+$1.01K	0.43%	16
2023 Q3	$733K	Buy	14,860 +25	+0.2%	+$1.31K	0.42%	16
2023 Q2	$780K	Buy	14,835 +75	+0.5%	+$3.73K	0.43%	16
2023 Q1	$738K	Buy	14,760 +20	+0.1%	+$1.02K	0.42%	18
2022 Q4	$731K	Buy	14,740 +25	+0.2%	+$1.21K	0.43%	19
2022 Q3	$663K	Buy	14,715 +1,185	+9%	+$57.3K	0.41%	17
2022 Q2	$618K	Buy	13,530 +15	+0.1%	+$740	0.36%	18
2022 Q1	$708K	Buy	13,515 +20	+0.1%	+$1.06K	0.37%	17
2021 Q4	$698K	Sell	13,495 -45	-0.3%	-$2.5K	0.4%	18
2021 Q3	$754K	Sell	13,540 -110	-0.8%	-$5.92K	0.41%	17
2021 Q2	$734K	Buy	13,650 +725	+6%	+$39.1K	0.43%	18
2021 Q1	$690K	Sell	12,925 -570	-4%	-$28.5K	0.42%	19
2020 Q4	$665K	Buy	13,495 +250	+2%	+$10.5K	0.42%	19
2020 Q3	$530K	Buy	13,245 +100	+0.8%	+$3.74K	0.37%	20
2020 Q2	$490K	Sell	13,145 -1,910	-13%	-$63.4K	0.39%	20
2020 Q1	$483K	Sell	15,055 -2,450	-14%	-$91.1K	0.44%	17
2019 Q4	$721K	Buy	+17,505	New	+$694K	0.62%	16

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

TL Private Wealth's IJH Position: Q3 2026 in Review

TL Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q3 2026, selling an estimated $31K and leaving 13,214 shares worth $967K. The position accounts for 0.35% of the portfolio, ranked #19.

TL Private Wealth first reported a position in IJH in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.03M in Q2 2026. 1,199 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

TL Private Wealth held 13,214 shares of iShares Core S&P Mid-Cap ETF worth $967K as of Q3 2026.
TL Private Wealth sold 411 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $31K.
iShares Core S&P Mid-Cap ETF made up 0.35% of TL Private Wealth's portfolio in Q3 2026, its #19 holding.
TL Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
TL Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.03M in Q2 2026.
1,199 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.