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

Traphagen Investment 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 		$1.27M Buy
16,463
+1
+0% +$73 0.09% 76
2026
Q1 		$1.11M Sell
16,462
-99
-0.6% -$6.87K 0.09% 75
2025
Q4 		$1.09M Buy
16,561
+362
+2% +$23.7K 0.09% 72
2025
Q3 		$1.06M Buy
16,199
+101
+0.6% +$6.49K 0.09% 74
2025
Q2 		$998K Sell
16,098
-9
-0.1% -$528 0.09% 72
2025
Q1 		$940K Sell
16,107
-68
-0.4% -$4.22K 0.1% 73
2024
Q4 		$1.01M Sell
16,175
-79
-0.5% -$5.07K 0.1% 70
2024
Q3 		$1.01M Buy
16,254
+1
+0% +$60 0.1% 69
2024
Q2 		$951K Buy
16,253
+1
+0% +$59 0.1% 67
2024
Q1 		$987K Sell
16,252
-28
-0.2% -$1.58K 0.11% 65
2023
Q4 		$902K Buy
16,280
+35
+0.2% +$1.77K 0.11% 63
2023
Q3 		$810K Sell
16,245
-140
-0.9% -$7.34K 0.1% 61
2023
Q2 		$857K Sell
16,385
-30
-0.2% -$1.49K 0.11% 60
2023
Q1 		$821K Buy
16,415
+35
+0.2% +$1.78K 0.12% 62
2022
Q4 		$792K Buy
16,380
+250
+2% +$12.1K 0.12% 61
2022
Q3 		$707K Sell
16,130
-250
-2% -$12.1K 0.13% 54
2022
Q2 		$741K Buy
16,380
+255
+2% +$12.6K 0.14% 54
2022
Q1 		$865K Buy
+16,125
New +$859K 0.14% 46

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Traphagen Investment Advisors's IJH Position: Q2 2026 in Review

Traphagen Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q2 2026, buying an estimated $73 and bringing the position to 16,463 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #76.

Traphagen Investment Advisors first reported a position in IJH in Q1 2022 and has held it in 18 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Traphagen Investment Advisors held 16,463 shares of iShares Core S&P Mid-Cap ETF worth $1.27M as of Q2 2026.
  • Traphagen Investment Advisors bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of Traphagen Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Traphagen Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.