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

Tripletail 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
2026 Q1	$48.4K	Sell	710 -3,500	-83%	-$243K	0.07%	147
2025 Q4	$278K	Sell	4,210 -539	-11%	-$35.3K	0.35%	49
2025 Q3	$313K	Buy	4,749 +19	+0.4%	+$1.22K	0.37%	48
2025 Q2	$295K	Buy	+4,730	New	+$278K	0.42%	49

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tripletail Wealth Management's IJH Position: Q1 2026 in Review

Tripletail Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 83% in Q1 2026, selling an estimated $243K and leaving 710 shares worth $48.4K. The position accounts for 0.07% of the portfolio, ranked #147.

Tripletail Wealth Management first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. The position peaked at $313K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Tripletail Wealth Management held 710 shares of iShares Core S&P Mid-Cap ETF worth $48.4K as of Q1 2026.
Tripletail Wealth Management sold 3,500 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $243K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Tripletail Wealth Management's portfolio in Q1 2026, its #147 holding.
Tripletail Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Tripletail Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $313K in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.