TWM
IJH icon

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

TriaGen Wealth Management’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
2025
Q2 		– Sell
-12,100
Closed -$706K – 184
2025
Q1 		$706K Buy
12,100
+2,007
+20% +$125K 0.25% 81
2024
Q4 		$629K Buy
10,093
+1,808
+22% +$116K 0.21% 89
2024
Q3 		$516K Buy
8,285
+1,428
+21% +$86.1K 0.17% 107
2024
Q2 		$401K Buy
6,857
+2,968
+76% +$174K 0.16% 114
2024
Q1 		$236K Buy
+3,889
New +$220K 0.1% 147

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TriaGen Wealth Management's IJH Position: Q2 2025 in Review

TriaGen Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 12,100 shares — an estimated $706K sold.

TriaGen Wealth Management first reported a position in IJH in Q1 2024 and held it in 5 quarters. The position peaked at $706K in Q1 2025. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • TriaGen Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 12,100 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $706K.
  • TriaGen Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 5 quarters.
  • TriaGen Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $706K in Q1 2025.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on TriaGen Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.