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

Transcend Capital 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 Q1	$5.39M	Buy	79,815 +1,395	+2%	+$96.8K	0.43%	44
2025 Q4	$5.18M	Buy	78,420 +1,239	+2%	+$81.2K	0.4%	46
2025 Q3	$5.04M	Sell	77,181 -1,262	-2%	-$81.1K	0.35%	54
2025 Q2	$4.87M	Buy	78,443 +3,887	+5%	+$228K	0.38%	51
2025 Q1	$4.35M	Buy	74,556 +7,947	+12%	+$494K	0.31%	72
2024 Q4	$4.15M	Buy	66,609 +3,438	+5%	+$221K	0.3%	77
2024 Q3	$3.94M	Buy	63,171 +382	+0.6%	+$23K	0.26%	90
2024 Q2	$3.67M	Buy	62,789 +39,311	+167%	+$2.31M	0.27%	86
2024 Q1	$1.43M	Buy	23,478 +7,723	+49%	+$437K	0.11%	185
2023 Q4	$873K	Sell	15,755 -9,240	-37%	-$469K	0.08%	231
2023 Q3	$1.25M	Buy	24,995 +12,805	+105%	+$671K	0.12%	176
2023 Q2	$637K	Buy	12,190 +35	+0.3%	+$1.74K	0.06%	265
2023 Q1	$608K	Buy	12,155 +1,105	+10%	+$56.3K	0.06%	263
2022 Q4	$535K	Buy	11,050 +80	+0.7%	+$3.87K	0.06%	276
2022 Q3	$481K	Buy	10,970 +890	+9%	+$43K	0.05%	287
2022 Q2	$456K	Buy	+10,080	New	+$498K	0.05%	309
2020 Q2	–	Sell	-34,375	Closed	-$989K	–	157
2020 Q1	$989K	Buy	+34,375	New	+$1.28M	0.3%	95

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

Goldman Sachs New York $871B AUM 31.28% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Transcend Capital Advisors's IJH Position: Q1 2026 in Review

Transcend Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q1 2026, buying an estimated $96.8K and bringing the position to 79,815 shares worth $5.39M. The position accounts for 0.43% of the portfolio, ranked #44.

Transcend Capital Advisors first reported a position in IJH in Q1 2020 and has held it in 17 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Transcend Capital Advisors held 79,815 shares of iShares Core S&P Mid-Cap ETF worth $5.39M as of Q1 2026.
Transcend Capital Advisors bought 1,395 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $96.8K.
iShares Core S&P Mid-Cap ETF made up 0.43% of Transcend Capital Advisors's portfolio in Q1 2026, its #44 holding.
Transcend Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 17 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.