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 Q2	$54K	Hold	710	–	–	0.06%	154
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tripletail Wealth Management's IJH Position: Q2 2026 in Review

Tripletail Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 710 shares worth $54K. The position accounts for 0.06% of the portfolio, ranked #154.

Tripletail Wealth Management first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. The position peaked at $313K in Q3 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Tripletail Wealth Management held 710 shares of iShares Core S&P Mid-Cap ETF worth $54K as of Q2 2026.
Tripletail Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.06% of Tripletail Wealth Management's portfolio in Q2 2026, its #154 holding.
Tripletail Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Tripletail Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $313K in Q3 2025.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.