Trivium Point Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Trivium Point Advisory’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	$5.65M	Sell	73,250 -1,106	-1%	-$81.2K	0.51%	56
2026 Q1	$5.02M	Sell	74,356 -1,127	-1%	-$78.2K	0.91%	21
2025 Q4	$4.98M	Buy	75,483 +991	+1%	+$64.9K	0.5%	54
2025 Q3	$4.86M	Buy	74,492 +4,447	+6%	+$286K	0.5%	52
2025 Q2	$4.34M	Sell	70,045 -9,921	-12%	-$582K	0.47%	55
2025 Q1	$4.67M	Buy	79,966 +31,830	+66%	+$1.98M	0.58%	48
2024 Q4	$3M	Buy	48,136 +28,629	+147%	+$1.84M	0.38%	80
2024 Q3	$1.28M	Buy	19,507 +783	+4%	+$47.2K	0.18%	143
2024 Q2	$1.1M	Buy	18,724 +1,491	+9%	+$87.6K	0.16%	146
2024 Q1	$1.05M	Sell	17,233 -27	-0.2%	-$1.53K	0.23%	108
2023 Q4	$957K	Sell	17,260 -275	-2%	-$13.9K	0.23%	111
2023 Q3	$849K	Sell	17,535 -3,375	-16%	-$177K	0.23%	117
2023 Q2	$1.09M	Sell	20,910 -1,835	-8%	-$91.2K	0.3%	109
2023 Q1	$1.14M	Sell	22,745 -70	-0.3%	-$3.57K	0.31%	110
2022 Q4	$1.13M	Hold	22,815	–	–	0.33%	104
2022 Q3	$1.06M	Sell	22,815 -10,490	-31%	-$507K	0.33%	101
2022 Q2	$1.55M	Sell	33,305 -28,315	-46%	-$1.4M	0.46%	74
2022 Q1	$3.22M	Buy	61,620 +2,490	+4%	+$133K	0.72%	43
2021 Q4	$3.35M	Buy	59,130 +285	+0.5%	+$15.9K	0.7%	45
2021 Q3	$3.17M	Sell	58,845 -340	-0.6%	-$18.3K	0.75%	43
2021 Q2	$3.18M	Buy	59,185 +30	+0.1%	+$1.62K	0.79%	36
2021 Q1	$3.08M	Buy	59,155 +24,980	+73%	+$1.25M	0.83%	26
2020 Q4	$1.65M	Sell	34,175 -5,310	-13%	-$224K	0.48%	73
2020 Q3	$1.46M	Sell	39,485 -415	-1%	-$15.5K	0.52%	72
2020 Q2	$1.43M	Sell	39,900 -6,495	-14%	-$216K	0.57%	62
2020 Q1	$1.42M	Sell	46,395 -25,285	-35%	-$940K	0.73%	52
2019 Q4	$2.95M	Sell	71,680 -265	-0.4%	-$10.5K	1.15%	13
2019 Q3	$2.69M	Sell	71,945 -57,760	-45%	-$2.22M	1.23%	11
2019 Q2	$5.04M	Sell	129,705 -910	-0.7%	-$34.9K	2.25%	2
2019 Q1	$4.95M	Buy	130,615 +12,815	+11%	+$473K	2.31%	2
2018 Q4	$3.91M	Buy	+117,800	New	+$4.3M	2.37%	1

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

Trivium Point Advisory's IJH Position: Q2 2026 in Review

Trivium Point Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, selling an estimated $81.2K and leaving 73,250 shares worth $5.65M. The position accounts for 0.51% of the portfolio, ranked #56.

Trivium Point Advisory first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Trivium Point Advisory held 73,250 shares of iShares Core S&P Mid-Cap ETF worth $5.65M as of Q2 2026.
Trivium Point Advisory sold 1,106 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $81.2K.
iShares Core S&P Mid-Cap ETF made up 0.51% of Trivium Point Advisory's portfolio in Q2 2026, its #56 holding.
Trivium Point Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.