Tranquilli Financial Advisor’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tranquilli Financial Advisor’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
2025 Q4	–	Sell	-12,761	Closed	-$833K	–	136
2025 Q3	$833K	Buy	12,761 +1,369	+12%	+$88K	0.49%	54
2025 Q2	$707K	Sell	11,392 -14,453	-56%	-$848K	0.44%	56
2025 Q1	$1.51M	Buy	25,845 +3,379	+15%	+$210K	0.95%	27
2024 Q4	$1.4M	Buy	22,466 +18,318	+442%	+$1.17M	0.89%	33
2024 Q3	$259K	Sell	4,148 -16,140	-80%	-$973K	0.16%	95
2024 Q2	$1.18M	Buy	20,288 +7,079	+54%	+$416K	0.79%	34
2024 Q1	$802K	Buy	+13,209	New	+$748K	0.54%	48
2023 Q4	–	Sell	-20,720	Closed	-$1.03M	–	103
2023 Q3	$1.03M	Buy	20,720 +5,585	+37%	+$293K	0.75%	32
2023 Q2	$792K	Sell	15,135 -5,340	-26%	-$265K	0.56%	36
2023 Q1	$1.02M	Sell	20,475 -280	-1%	-$14.3K	0.77%	25
2022 Q4	$1M	Buy	20,755 +780	+4%	+$37.7K	0.76%	21
2022 Q3	$876K	Buy	19,975 +5,770	+41%	+$279K	0.69%	13
2022 Q2	$643K	Buy	+14,205	New	+$701K	0.49%	23
2021 Q3	–	Sell	-17,005	Closed	-$914K	–	77
2021 Q2	$914K	Sell	17,005 -10,870	-39%	-$587K	0.69%	35
2021 Q1	$1.45M	Sell	27,875 -68,335	-71%	-$3.41M	1.17%	29
2020 Q4	$4.42M	Buy	+96,210	New	+$4.05M	4.01%	1

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tranquilli Financial Advisor's IJH Position: Q4 2025 in Review

Tranquilli Financial Advisor sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 12,761 shares — an estimated $833K sold.

Tranquilli Financial Advisor first reported a position in IJH in Q4 2020 and held it in 16 quarters. The position peaked at $4.42M in Q4 2020. 2,636 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Tranquilli Financial Advisor reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Tranquilli Financial Advisor sold 12,761 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $833K.
Tranquilli Financial Advisor first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 16 quarters.
Tranquilli Financial Advisor's iShares Core S&P Mid-Cap ETF position peaked at $4.42M in Q4 2020.
2,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Tranquilli Financial Advisor's 13F filing for Q4 2025, filed 27 Jan 2026.