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

TopTier 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	$1.49M	Buy	19,362 +5,690	+42%	+$417K	0.9%	26
2026 Q1	$923K	Buy	13,672 +8,468	+163%	+$587K	0.57%	40
2025 Q4	$343K	Buy	+5,204	New	+$341K	0.23%	89

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

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

TopTier Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 42% in Q2 2026, buying an estimated $417K and bringing the position to 19,362 shares worth $1.49M. The position accounts for 0.9% of the portfolio, ranked #26.

TopTier Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TopTier Wealth Management held 19,362 shares of iShares Core S&P Mid-Cap ETF worth $1.49M as of Q2 2026.
TopTier Wealth Management bought 5,690 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $417K.
iShares Core S&P Mid-Cap ETF made up 0.9% of TopTier Wealth Management's portfolio in Q2 2026, its #26 holding.
TopTier 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.
2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.