Tred Avon Family Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Tred Avon Family Wealth's IJH Position: Q1 2026 in Review
Tred Avon Family Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.4% in Q1 2026, buying an estimated $89.5K and bringing the position to 25,003 shares worth $1.69M. The position accounts for 0.56% of the portfolio, ranked #41.
Tred Avon Family Wealth first reported a position in IJH in Q3 2025 and has held it in 3 quarters since. 2,649 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Tred Avon Family Wealth held 25,003 shares of iShares Core S&P Mid-Cap ETF worth $1.69M as of Q1 2026.
- Tred Avon Family Wealth bought 1,290 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $89.5K.
- iShares Core S&P Mid-Cap ETF made up 0.56% of Tred Avon Family Wealth's portfolio in Q1 2026, its #41 holding.
- Tred Avon Family Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
- 2,649 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.