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

Topel & Distasi Wealth Management’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	$7.12M	Sell	105,464 -4,217	-4%	-$293K	3.68%	8
2025 Q4	$7.24M	Buy	109,681 +1,452	+1%	+$95.1K	3.53%	8
2025 Q3	$7.06M	Sell	108,229 -1,704	-2%	-$110K	3.49%	8
2025 Q2	$6.82M	Sell	109,933 -11,368	-9%	-$667K	3.57%	8
2025 Q1	$7.08M	Sell	121,301 -74	-0.1%	-$4.59K	3.3%	9
2024 Q4	$7.56M	Buy	121,375 +764	+0.6%	+$49K	3.24%	9
2024 Q3	$7.52M	Buy	120,611 +4,575	+4%	+$276K	3.12%	9
2024 Q2	$6.79M	Buy	116,036 +941	+0.8%	+$55.3K	2.98%	10
2024 Q1	$6.99M	Buy	115,095 +105	+0.1%	+$5.95K	3.09%	10
2023 Q4	$6.37M	Buy	114,990 +1,360	+1%	+$69K	3.03%	10
2023 Q3	$5.67M	Sell	113,630 -225	-0.2%	-$11.8K	2.97%	10
2023 Q2	$5.95M	Buy	113,855 +790	+0.7%	+$39.3K	3%	10
2023 Q1	$5.66M	Buy	113,065 +3,695	+3%	+$188K	2.95%	10
2022 Q4	$5.29M	Sell	109,370 -175	-0.2%	-$8.46K	2.96%	10
2022 Q3	$5.48M	Buy	109,545 +1,050	+1%	+$50.8K	3.03%	10
2022 Q2	$4.91M	Buy	108,495 +1,715	+2%	+$84.7K	2.84%	12
2022 Q1	$5.73M	Buy	106,780 +1,145	+1%	+$61K	2.4%	15
2021 Q4	$5.98M	Buy	+105,635	New	+$5.88M	2.44%	14

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Topel & Distasi Wealth Management's IJH Position: Q1 2026 in Review

Topel & Distasi Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q1 2026, selling an estimated $293K and leaving 105,464 shares worth $7.12M. The position accounts for 3.68% of the portfolio, ranked #8.

Topel & Distasi Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.56M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Topel & Distasi Wealth Management held 105,464 shares of iShares Core S&P Mid-Cap ETF worth $7.12M as of Q1 2026.
Topel & Distasi Wealth Management sold 4,217 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $293K.
iShares Core S&P Mid-Cap ETF made up 3.68% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #8 holding.
Topel & Distasi Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Topel & Distasi Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.56M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.