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
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% +$9.54M 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% +$48.1K 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 -$9.87M 140
2015
Q4
$9.87M Buy
+487,740
New +$13.9M 6.61% 1

Other funds holding IJH

Triangle Securities Wealth Management's IJH Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, buying an estimated $135K and bringing the position to 150,450 shares worth $11.6M. The position accounts for 2.3% of the portfolio, ranked #7.

Triangle Securities Wealth Management first reported a position in IJH in Q4 2015 and has held it in 32 quarters since. The position peaked at $18.2M in Q4 2025. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Triangle Securities Wealth Management held 150,450 shares of iShares Core S&P Mid-Cap ETF worth $11.6M as of Q2 2026.
  • Triangle Securities Wealth Management bought 1,834 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $135K.
  • iShares Core S&P Mid-Cap ETF made up 2.3% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #7 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 32 quarters since.
  • Triangle Securities Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $18.2M in Q4 2025.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.