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 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 $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

TritonPoint Wealth's IJH Position: Q1 2026 in Review

TritonPoint Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q1 2026, selling an estimated $33.8K and leaving 18,777 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #113.

TritonPoint Wealth first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

TritonPoint Wealth held 18,777 shares of iShares Core S&P Mid-Cap ETF worth $1.27M as of Q1 2026.
TritonPoint Wealth sold 487 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $33.8K.
iShares Core S&P Mid-Cap ETF made up 0.14% of TritonPoint Wealth's portfolio in Q1 2026, its #113 holding.
TritonPoint Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's iShares Core S&P Mid-Cap ETF position peaked at $3.75M in Q4 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.