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

Total Clarity 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	–	Sell	-3,916	Closed	-$258K	–	325
2025 Q4	$258K	Buy	+3,916	New	+$257K	0.06%	256
2025 Q2	–	Sell	-4,286	Closed	-$267K	–	311
2025 Q1	$267K	Hold	4,286	–	–	0.09%	208
2024 Q4	$267K	Hold	4,286	–	–	0.09%	209
2024 Q3	$267K	Sell	4,286 -396	-8%	-$23.9K	0.09%	210
2024 Q2	$274K	Sell	4,682 -365	-7%	-$21.4K	0.1%	196
2024 Q1	$307K	Buy	+5,047	New	+$286K	0.11%	200
2023 Q1	–	Sell	-5,605	Closed	-$271K	–	216
2022 Q4	$271K	Buy	5,605 +1,000	+22%	+$48.3K	0.14%	172
2022 Q3	$202K	Buy	4,605 +1,400	+44%	+$67.7K	0.13%	218
2022 Q2	$145K	Buy	+3,205	New	+$158K	0.08%	262
2022 Q1	–	Sell	-1,900	Closed	-$108K	–	533
2021 Q4	$108K	Hold	1,900	–	–	0.05%	298
2021 Q3	$100K	Buy	+1,900	New	+$102K	0.05%	304
2021 Q2	–	Sell	-1,950	Closed	-$102K	–	435
2021 Q1	$102K	Buy	+1,950	New	+$97.4K	0.06%	238
2020 Q1	–	Sell	-1,780	Closed	-$73K	–	331
2019 Q4	$73K	Buy	+1,780	New	+$70.5K	0.05%	215

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

Total Clarity Wealth Management's IJH Position: Q1 2026 in Review

Total Clarity Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 3,916 shares — an estimated $258K sold.

Total Clarity Wealth Management first reported a position in IJH in Q4 2019 and held it in 13 quarters. The position peaked at $307K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Total Clarity Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 3,916 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $258K.
Total Clarity Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 13 quarters.
Total Clarity Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $307K in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.