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

Transcendent Capital Group’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	$11.9M	Buy	154,223 +644	+0.4%	+$47.3K	4.63%	2
2026 Q1	$10.4M	Buy	153,579 +38,529	+33%	+$2.67M	4.73%	2
2025 Q4	$7.59M	Buy	115,050 +613	+0.5%	+$40.2K	3.44%	5
2025 Q3	$7.47M	Buy	114,437 +8,131	+8%	+$523K	3.34%	6
2025 Q2	$6.59M	Buy	106,306 +1,731	+2%	+$102K	3.39%	5
2025 Q1	$6.1M	Buy	104,575 +946	+0.9%	+$58.7K	3.43%	5
2024 Q4	$6.46M	Buy	103,629 +10,803	+12%	+$693K	3.34%	5
2024 Q3	$5.78M	Buy	92,826 +5,001	+6%	+$302K	2.97%	5
2024 Q2	$5.14M	Sell	87,825 -1,322	-1%	-$77.7K	2.96%	6
2024 Q1	$5.41M	Buy	89,147 +52,387	+143%	+$2.97M	3.15%	5
2023 Q4	$2.04M	Buy	+36,760	New	+$1.86M	1.36%	28

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

Transcendent Capital Group's IJH Position: Q2 2026 in Review

Transcendent Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.42% in Q2 2026, buying an estimated $47.3K and bringing the position to 154,223 shares worth $11.9M. The position accounts for 4.63% of the portfolio, ranked #2.

Transcendent Capital Group first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Transcendent Capital Group held 154,223 shares of iShares Core S&P Mid-Cap ETF worth $11.9M as of Q2 2026.
Transcendent Capital Group bought 644 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $47.3K.
iShares Core S&P Mid-Cap ETF made up 4.63% of Transcendent Capital Group's portfolio in Q2 2026, its #2 holding.
Transcendent Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.