TPW
IJH icon

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
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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TL Private Wealth's IJH Position: Q2 2026 in Review

TL Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.67% in Q2 2026, selling an estimated $6.75K and leaving 13,625 shares worth $1.03M. The position accounts for 0.38% of the portfolio, ranked #16.

TL Private Wealth first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • TL Private Wealth held 13,625 shares of iShares Core S&P Mid-Cap ETF worth $1.03M as of Q2 2026.
  • TL Private Wealth sold 92 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.75K.
  • iShares Core S&P Mid-Cap ETF made up 0.38% of TL Private Wealth's portfolio in Q2 2026, its #16 holding.
  • TL Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.