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

Tower Wealth Partners’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 		$12.8M Sell
190,227
-822
-0.4% -$57K 7.1% 5
2025
Q4 		$12.6M Sell
191,049
-62,266
-25% -$4.08M 6.93% 5
2025
Q3 		$16.5M Sell
253,315
-1,485
-0.6% -$95.4K 9.08% 4
2025
Q2 		$15.8M Buy
254,800
+5,641
+2% +$331K 9.34% 5
2025
Q1 		$14.5M Buy
249,159
+1,106
+0.4% +$68.7K 7.77% 5
2024
Q4 		$15.5M Sell
248,053
-990
-0.4% -$63.5K 8.09% 5
2024
Q3 		$15.5M Buy
249,043
+447
+0.2% +$27K 9.03% 2
2024
Q2 		$14.5M Sell
248,596
-3,257
-1% -$191K 8.98% 3
2024
Q1 		$15.3M Buy
251,853
+1,973
+0.8% +$112K 9.93% 2
2023
Q4 		$13.9M Sell
249,880
-4,425
-2% -$224K 9.79% 2
2023
Q3 		$12.7M Sell
254,305
-260
-0.1% -$13.6K 10.42% 2
2023
Q2 		$13.3M Buy
254,565
+75
+0% +$3.73K 10.67% 2
2023
Q1 		$12.7M Buy
254,490
+2,360
+0.9% +$120K 10.64% 3
2022
Q4 		$12.2M Buy
252,130
+3,335
+1% +$161K 10.62% 3
2022
Q3 		$12.1M Buy
248,795
+12,200
+5% +$590K 11.46% 3
2022
Q2 		$10.7M Buy
+236,595
New +$11.7M 14.22% 2

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tower Wealth Partners's IJH Position: Q1 2026 in Review

Tower Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.43% in Q1 2026, selling an estimated $57K and leaving 190,227 shares worth $12.8M. The position accounts for 7.1% of the portfolio, ranked #5.

Tower Wealth Partners first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.5M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Tower Wealth Partners held 190,227 shares of iShares Core S&P Mid-Cap ETF worth $12.8M as of Q1 2026.
  • Tower Wealth Partners sold 822 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $57K.
  • iShares Core S&P Mid-Cap ETF made up 7.1% of Tower Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • Tower Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Tower Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $16.5M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.