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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Towerpoint Wealth's IJH Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.4% in Q2 2026, selling an estimated $11K and leaving 37,511 shares worth $2.89M. The position accounts for 1% of the portfolio, ranked #24.

Towerpoint Wealth first reported a position in IJH in Q3 2019 and has held it in 18 quarters since. 1,183 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Towerpoint Wealth held 37,511 shares of iShares Core S&P Mid-Cap ETF worth $2.89M as of Q2 2026.
Towerpoint Wealth sold 150 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $11K.
iShares Core S&P Mid-Cap ETF made up 1% of Towerpoint Wealth's portfolio in Q2 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 18 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.