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

TritonPoint Wealth’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	$1.44M	Sell	18,624 -153	-0.8%	-$11.2K	0.14%	112
2026 Q1	$1.27M	Sell	18,777 -487	-3%	-$33.8K	0.14%	113
2025 Q4	$1.27M	Sell	19,264 -2,449	-11%	-$160K	0.13%	112
2025 Q3	$1.42M	Sell	21,713 -50	-0.2%	-$3.21K	0.12%	135
2025 Q2	$1.35M	Buy	21,763 +414	+2%	+$24.3K	0.12%	135
2025 Q1	$1.25M	Sell	21,349 -228	-1%	-$14.2K	0.12%	138
2024 Q4	$1.34M	Sell	21,577 -4,141	-16%	-$266K	0.12%	129
2024 Q3	$1.6M	Sell	25,718 -1,575	-6%	-$95K	0.15%	125
2024 Q2	$1.6M	Sell	27,293 -15,762	-37%	-$926K	0.15%	122
2024 Q1	$2.47M	Sell	43,055 -24,595	-36%	-$1.39M	0.26%	92
2023 Q4	$3.75M	Buy	+67,650	New	+$3.43M	0.37%	71

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 22.96% 1-Year Est. Return

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

TritonPoint Wealth's IJH Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.81% in Q2 2026, selling an estimated $11.2K and leaving 18,624 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #112.

TritonPoint Wealth first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q4 2023. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TritonPoint Wealth held 18,624 shares of iShares Core S&P Mid-Cap ETF worth $1.44M as of Q2 2026.
TritonPoint Wealth sold 153 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.2K.
iShares Core S&P Mid-Cap ETF made up 0.14% of TritonPoint Wealth's portfolio in Q2 2026, its #112 holding.
TritonPoint Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares Core S&P Mid-Cap ETF position peaked at $3.75M in Q4 2023.
2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.