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 Q2	$1.32M	Buy	17,318 +1,119	+7%	+$82.1K	0.08%	170
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 $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

Triad Wealth Partners's IJH Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q2 2026, buying an estimated $82.1K and bringing the position to 17,318 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #170.

Triad Wealth Partners first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.72M in Q2 2024. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Triad Wealth Partners held 17,318 shares of iShares Core S&P Mid-Cap ETF worth $1.32M as of Q2 2026.
Triad Wealth Partners bought 1,119 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $82.1K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #170 holding.
Triad Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Triad Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $7.72M in Q2 2024.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.