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

Transamerica Financial Advisors’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	$10.5K	Buy	136 +118	+656%	+$8.66K	﹤0.01%	986
2026 Q1	$1.28K	Sell	18 -1	-5%	-$69	﹤0.01%	1289
2025 Q4	$1.25K	Buy	+19	New	+$1.25K	﹤0.01%	1211
2023 Q1	–	Sell	-250	Closed	-$13K	–	659
2022 Q4	$13K	Hold	250	–	–	﹤0.01%	313
2022 Q3	$11K	Hold	250	–	–	﹤0.01%	317
2022 Q2	$12K	Buy	+250	New	+$12.3K	﹤0.01%	312
2020 Q3	–	Sell	-250	Closed	-$9K	–	331
2020 Q2	$9K	Buy	+250	New	+$8.3K	﹤0.01%	255
2019 Q3	–	Sell	-1,070	Closed	-$42K	–	301
2019 Q2	$42K	Buy	+1,070	New	+$41K	0.01%	256
2019 Q1	–	Sell	-885	Closed	-$30K	–	268
2018 Q4	$30K	Hold	885	–	–	0.01%	251
2018 Q3	$36K	Buy	+885	New	+$35.6K	0.01%	244
2016 Q2	–	Sell	-1,815	Closed	-$53K	–	542
2016 Q1	$53K	Buy	1,815 +1,195	+193%	+$31.9K	﹤0.01%	360
2015 Q4	$18K	Hold	620	–	–	﹤0.01%	540
2015 Q3	$17K	Sell	620 -430	-41%	-$12.5K	﹤0.01%	520
2015 Q2	$32K	Hold	1,050	–	–	﹤0.01%	506
2015 Q1	$32K	Buy	+1,050	New	+$31.1K	﹤0.01%	482

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

Transamerica Financial Advisors's IJH Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 656% in Q2 2026, buying an estimated $8.66K and bringing the position to 136 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Transamerica Financial Advisors first reported a position in IJH in Q1 2015 and has held it in 15 quarters since. The position peaked at $53K in Q1 2016. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Transamerica Financial Advisors held 136 shares of iShares Core S&P Mid-Cap ETF worth $10.5K as of Q2 2026.
Transamerica Financial Advisors bought 118 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $8.66K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #986 holding.
Transamerica Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 15 quarters since.
Transamerica Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $53K in Q1 2016.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.