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

Topsail 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 Q2	$288K	Buy	3,731 +3	+0.1%	+$220	0.04%	139
2026 Q1	$252K	Buy	3,728 +2	+0.1%	+$139	0.04%	144
2025 Q4	$246K	Buy	3,726 +5	+0.1%	+$328	0.04%	141
2025 Q3	$243K	Buy	3,721 +3	+0.1%	+$193	0.04%	133
2025 Q2	$231K	Buy	3,718 +3	+0.1%	+$176	0.04%	131
2025 Q1	$217K	Buy	3,715 +3	+0.1%	+$186	0.04%	129
2024 Q4	$231K	Buy	+3,712	New	+$238K	0.05%	107

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Topsail Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q2 2026, buying an estimated $220 and bringing the position to 3,731 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #139.

Topsail Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Topsail Wealth Management held 3,731 shares of iShares Core S&P Mid-Cap ETF worth $288K as of Q2 2026.
Topsail Wealth Management bought 3 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $220.
iShares Core S&P Mid-Cap ETF made up 0.04% of Topsail Wealth Management's portfolio in Q2 2026, its #139 holding.
Topsail Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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