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

Tower View 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	$14.5K	Buy	+187	New	+$13.7K	0.01%	145
2025 Q3	–	Hold	0	–	–	–	174
2025 Q2	–	Sell	-74	Closed	-$4.34K	–	194
2025 Q1	$4.31K	Hold	74	–	–	﹤0.01%	162
2024 Q4	$4.59K	Buy	74 +1	+1%	+$64	﹤0.01%	157
2024 Q3	$4.57K	Hold	73	–	–	﹤0.01%	164
2024 Q2	$4.28K	Hold	73	–	–	﹤0.01%	160
2024 Q1	$4.43K	Sell	73 -2	-3%	-$113	﹤0.01%	165
2023 Q4	$4K	Hold	75	–	–	﹤0.01%	158
2023 Q3	$4K	Hold	75	–	–	﹤0.01%	151
2023 Q2	$4K	Buy	75 +5	+7%	+$248	﹤0.01%	158
2023 Q1	$4K	Hold	70	–	–	﹤0.01%	136
2022 Q4	$3K	Hold	70	–	–	﹤0.01%	147
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	149
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	144
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	169
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	176
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	206
2021 Q2	$4K	Hold	70	–	–	﹤0.01%	158
2021 Q1	$4K	Hold	70	–	–	﹤0.01%	170
2020 Q4	$3K	Buy	70 +15	+27%	+$632	﹤0.01%	163
2020 Q3	$2K	Hold	55	–	–	﹤0.01%	149
2020 Q2	$2K	Buy	+55	New	+$1.83K	﹤0.01%	145

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

Tower View Wealth Management's IJH Position: Q2 2026 in Review

Tower View Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 187 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Tower View Wealth Management previously reported a position in IJH as recently as Q1 2025.

Tower View Wealth Management first reported a position in IJH in Q2 2020 and has held it in 21 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Tower View Wealth Management held 187 shares of iShares Core S&P Mid-Cap ETF worth $14.5K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Tower View Wealth Management position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #145 holding.
Tower View Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 21 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.