Triangle Securities Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $22.6M | Buy |
303,531
+153,081
| +102% | +$11.6M | 4.33% | 1 |
|
|
2026
Q2 | $11.6M | Buy |
150,450
+1,834
| +1% | +$135K | 2.3% | 7 |
|
|
2026
Q1 | $10M | Sell |
148,616
-128,151
| -46% | -$8.89M | 2.28% | 7 |
|
|
2025
Q4 | $18.2M | Buy |
276,767
+145,707
| +111% | +$9.5M | 3.83% | 1 |
|
|
2025
Q3 | $8.55M | Buy |
131,060
+4,674
| +4% | +$300K | 1.94% | 9 |
|
|
2025
Q2 | $7.84M | Buy |
126,386
+3,418
| +3% | +$201K | 1.93% | 11 |
|
|
2025
Q1 | $7.18M | Buy |
122,968
+7,885
| +7% | +$490K | 1.85% | 10 |
|
|
2024
Q4 | $7.17M | Buy |
115,083
+4,555
| +4% | +$292K | 1.84% | 13 |
|
|
2024
Q3 | $6.89M | Buy |
110,528
+2,505
| +2% | +$151K | 1.78% | 14 |
|
|
2024
Q2 | $6.32M | Buy |
108,023
+3,365
| +3% | +$198K | 1.79% | 12 |
|
|
2024
Q1 | $6.36M | Buy |
104,658
+1,988
| +2% | +$113K | 1.81% | 12 |
|
|
2023
Q4 | $5.69M | Buy |
102,670
+8,520
| +9% | +$432K | 1.77% | 12 |
|
|
2023
Q3 | $4.7M | Buy |
94,150
+1,220
| +1% | +$63.9K | 1.67% | 14 |
|
|
2023
Q2 | $4.86M | Buy |
92,930
+1,260
| +1% | +$62.6K | 1.67% | 13 |
|
|
2023
Q1 | $4.59M | Buy |
91,670
+3,300
| +4% | +$168K | 1.64% | 14 |
|
|
2022
Q4 | $4.28M | Buy |
88,370
+9,770
| +12% | +$472K | 1.57% | 14 |
|
|
2022
Q3 | $3.45M | Buy |
78,600
+2,840
| +4% | +$137K | 1.41% | 15 |
|
|
2022
Q2 | $3.43M | Buy |
75,760
+5,375
| +8% | +$265K | 1.34% | 18 |
|
|
2022
Q1 | $3.78M | Buy |
70,385
+6,795
| +11% | +$362K | 1.26% | 17 |
|
|
2021
Q4 | $3.6M | Sell |
63,590
-320
| -0.5% | -$17.8K | 1.13% | 18 |
|
|
2021
Q3 | $3.36M | Buy |
63,910
+895
| +1% | +$48.2K | 1.14% | 19 |
|
|
2021
Q2 | $3.39M | Sell |
63,015
-2,385
| -4% | -$129K | 1.15% | 21 |
|
|
2021
Q1 | $3.4M | Sell |
65,400
-230
| -0.4% | -$11.5K | 1.23% | 17 |
|
|
2020
Q4 | $3.02M | Buy |
65,630
+1,650
| +3% | +$69.5K | 1.19% | 19 |
|
|
2020
Q3 | $2.37M | Buy |
63,980
+700
| +1% | +$26.2K | 1.07% | 26 |
|
|
2020
Q2 | $2.25M | Buy |
63,280
+1,745
| +3% | +$57.9K | 1.08% | 25 |
|
|
2020
Q1 | $1.77M | Buy |
61,535
+45,970
| +295% | +$1.71M | 1.02% | 30 |
|
|
2019
Q4 | $641K | Buy |
15,565
+505
| +3% | +$20K | 0.28% | 97 |
|
|
2019
Q3 | $582K | Buy |
15,060
+925
| +7% | +$35.5K | 0.28% | 96 |
|
|
2019
Q2 | $549K | Buy |
14,135
+770
| +6% | +$29.5K | 0.28% | 90 |
|
|
2019
Q1 | $506K | Sell |
13,365
-250
| -2% | -$9.23K | 0.27% | 96 |
|
|
2018
Q4 | $452K | Buy |
+13,615
| New | +$497K | 0.27% | 95 |
|
|
2016
Q1 | – | Sell |
-487,740
| Closed | -$9.9M | – | 140 |
|
|
2015
Q4 | $9.9M | Buy |
+487,740
| New | +$13.9M | 6.61% | 1 |
|
Other funds holding IJH
Triangle Securities Wealth Management's IJH Position: Q3 2026 in Review
Triangle Securities Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 102% in Q3 2026, buying an estimated $11.6M and bringing the position to 303,531 shares worth $22.6M. The position accounts for 4.33% of the portfolio, ranked #1.
Triangle Securities Wealth Management first reported a position in IJH in Q4 2015 and has held it in 33 quarters since. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.
- Triangle Securities Wealth Management held 303,531 shares of iShares Core S&P Mid-Cap ETF worth $22.6M as of Q3 2026.
- Triangle Securities Wealth Management bought 153,081 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $11.6M.
- iShares Core S&P Mid-Cap ETF made up 4.33% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #1 holding.
- Triangle Securities Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 33 quarters since.
- 2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.
Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.