Tru Independence Asset Management 2’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tru Independence Asset Management 2’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	$2.26M	Buy	33,517 +1,210	+4%	+$83.9K	1.39%	23
2025 Q4	$2.13M	Buy	32,307 +8,942	+38%	+$586K	1.33%	24
2025 Q3	$1.52M	Buy	23,365 +129	+0.6%	+$8.29K	1%	28
2025 Q2	$1.44M	Buy	23,236 +2,385	+11%	+$140K	0.99%	29
2025 Q1	$1.22M	Buy	20,851 +5,381	+35%	+$334K	0.91%	30
2024 Q4	$964K	Buy	15,470 +2,211	+17%	+$142K	0.8%	33
2024 Q3	$826K	Buy	+13,259	New	+$800K	0.7%	29
2023 Q1	$546K	Buy	+10,910	New	+$556K	0.55%	37
2022 Q3	$478K	Buy	10,910 +3,625	+50%	+$175K	0.51%	34
2022 Q2	$330K	Hold	7,285	–	–	0.27%	47
2022 Q1	$391K	Sell	7,285 -75	-1%	-$3.99K	0.22%	60
2021 Q4	$416K	Buy	+7,360	New	+$410K	0.22%	79

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

Tru Independence Asset Management 2's IJH Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.7% in Q1 2026, buying an estimated $83.9K and bringing the position to 33,517 shares worth $2.26M. The position accounts for 1.39% of the portfolio, ranked #23.

Tru Independence Asset Management 2 first reported a position in IJH in Q4 2021 and has held it in 12 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Tru Independence Asset Management 2 held 33,517 shares of iShares Core S&P Mid-Cap ETF worth $2.26M as of Q1 2026.
Tru Independence Asset Management 2 bought 1,210 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $83.9K.
iShares Core S&P Mid-Cap ETF made up 1.39% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #23 holding.
Tru Independence Asset Management 2 first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.