Triad Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Triad Wealth Partners’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	$1.09M	Buy	16,199 +412	+3%	+$28.6K	0.09%	159
2025 Q4	$1.04M	Buy	15,787 +1,740	+12%	+$114K	0.1%	151
2025 Q3	$917K	Sell	14,047 -442	-3%	-$28.4K	0.12%	124
2025 Q2	$899K	Sell	14,489 -6,089	-30%	-$357K	0.18%	97
2025 Q1	$1.2M	Sell	20,578 -15,157	-42%	-$941K	0.37%	47
2024 Q4	$2.23M	Sell	35,735 -61,094	-63%	-$3.92M	0.8%	27
2024 Q3	$6.03M	Sell	96,829 -35,072	-27%	-$2.12M	3.21%	7
2024 Q2	$7.72M	Buy	131,901 +21,198	+19%	+$1.25M	4.05%	6
2024 Q1	$6.72M	Buy	+110,703	New	+$6.27M	5.16%	6

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

Triad Wealth Partners's IJH Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q1 2026, buying an estimated $28.6K and bringing the position to 16,199 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #159.

Triad Wealth Partners first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.72M in Q2 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Triad Wealth Partners held 16,199 shares of iShares Core S&P Mid-Cap ETF worth $1.09M as of Q1 2026.
Triad Wealth Partners bought 412 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $28.6K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #159 holding.
Triad Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $7.72M in Q2 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.