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

Towerpoint Wealth’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 Q3	$2.69M	Sell	37,323 -188	-0.5%	-$14.2K	0.94%	24
2026 Q2	$2.89M	Sell	37,511 -150	-0.4%	-$11K	1%	24
2026 Q1	$2.54M	Buy	37,661 +895	+2%	+$62.1K	1.03%	23
2025 Q4	$2.43M	Buy	36,766 +196	+0.5%	+$12.8K	0.96%	23
2025 Q3	$2.39M	Sell	36,570 -1,096	-3%	-$70.4K	0.98%	21
2025 Q2	$2.34M	Buy	37,666 +23,500	+166%	+$1.38M	1.04%	21
2025 Q1	$827K	Buy	14,166 +5,888	+71%	+$366K	0.41%	45
2024 Q4	$516K	Sell	8,278 -28	-0.3%	-$1.8K	0.25%	49
2024 Q3	$518K	Buy	8,306 +202	+2%	+$12.2K	0.25%	53
2024 Q2	$474K	Sell	8,104 -1,417	-15%	-$83.2K	0.24%	52
2024 Q1	$578K	Buy	9,521 +331	+4%	+$18.7K	0.29%	46
2023 Q4	$510K	Sell	9,190 -275	-3%	-$13.9K	0.28%	49
2023 Q3	$472K	Sell	9,465 -770	-8%	-$40.4K	0.28%	51
2023 Q2	$535K	Sell	10,235 -2,290	-18%	-$114K	0.3%	49
2023 Q1	$627K	Sell	12,525 -1,150	-8%	-$58.6K	0.36%	46
2022 Q4	$662K	Sell	13,675 -1,225	-8%	-$59.2K	0.38%	43
2022 Q3	$653K	Sell	14,900 -2,200	-13%	-$106K	0.39%	42
2022 Q2	$774K	Buy	+17,100	New	+$844K	0.46%	42
2019 Q4	–	Sell	-2,660	Closed	-$103K	–	65
2019 Q3	$103K	Buy	+2,660	New	+$102K	0.07%	57

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Towerpoint Wealth's IJH Position: Q3 2026 in Review

Towerpoint Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.5% in Q3 2026, selling an estimated $14.2K and leaving 37,323 shares worth $2.69M. The position accounts for 0.94% of the portfolio, ranked #24.

Towerpoint Wealth first reported a position in IJH in Q3 2019 and has held it in 19 quarters since. The position peaked at $2.89M in Q2 2026. 1,274 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Towerpoint Wealth held 37,323 shares of iShares Core S&P Mid-Cap ETF worth $2.69M as of Q3 2026.
Towerpoint Wealth sold 188 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $14.2K.
iShares Core S&P Mid-Cap ETF made up 0.94% of Towerpoint Wealth's portfolio in Q3 2026, its #24 holding.
Towerpoint Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 19 quarters since.
Towerpoint Wealth's iShares Core S&P Mid-Cap ETF position peaked at $2.89M in Q2 2026.
1,274 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.