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Trifecta Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Trifecta Capital Advisors’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 		$22.1M Buy
326,526
+40,416
+14% +$2.8M 3.41% 8
2025
Q4 		$18.9M Sell
286,110
-2,724
-0.9% -$178K 2.79% 10
2025
Q3 		$18.8M Sell
288,834
-626
-0.2% -$40.2K 2.87% 9
2025
Q2 		$18M Buy
289,460
+447
+0.2% +$26.2K 2.99% 9
2025
Q1 		$16.9M Buy
289,013
+4,816
+2% +$299K 3.53% 9
2024
Q4 		$17.7M Buy
284,197
+124,922
+78% +$8.01M 3.5% 8
2024
Q3 		$9.93M Buy
159,275
+6,926
+5% +$418K 2.08% 13
2024
Q2 		$8.92M Buy
152,349
+14,564
+11% +$856K 1.97% 14
2024
Q1 		$8.37M Buy
137,785
+11,540
+9% +$653K 2.04% 13
2023
Q4 		$7M Buy
126,245
+26,155
+26% +$1.33M 1.94% 14
2023
Q3 		$4.99M Buy
100,090
+4,615
+5% +$242K 1.6% 15
2023
Q2 		$4.99M Buy
95,475
+14,025
+17% +$697K 1.61% 15
2023
Q1 		$4.08M Buy
81,450
+12,785
+19% +$651K 1.44% 19
2022
Q4 		$3.32M Buy
+68,665
New +$3.32M 1.32% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Trifecta Capital Advisors's IJH Position: Q1 2026 in Review

Trifecta Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q1 2026, buying an estimated $2.8M and bringing the position to 326,526 shares worth $22.1M. The position accounts for 3.41% of the portfolio, ranked #8.

Trifecta Capital Advisors first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Trifecta Capital Advisors held 326,526 shares of iShares Core S&P Mid-Cap ETF worth $22.1M as of Q1 2026.
  • Trifecta Capital Advisors bought 40,416 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.8M.
  • iShares Core S&P Mid-Cap ETF made up 3.41% of Trifecta Capital Advisors's portfolio in Q1 2026, its #8 holding.
  • Trifecta Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.