True Link Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

True Link Financial Advisors’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	$627K	Buy	8,125 +50	+0.6%	+$3.67K	0.04%	40
2026 Q1	$545K	Sell	8,075 -2,497	-24%	-$173K	0.03%	42
2025 Q4	$698K	Buy	10,572 +3,190	+43%	+$209K	0.04%	47
2025 Q3	$482K	Buy	+7,382	New	+$474K	0.03%	53
2025 Q2	–	Sell	-8,115	Closed	-$474K	–	99
2025 Q1	$474K	Buy	+8,115	New	+$504K	0.04%	55
2024 Q3	–	Sell	-5,579	Closed	-$326K	–	70
2024 Q2	$326K	Sell	5,579 -591	-10%	-$34.7K	0.03%	49
2024 Q1	$375K	Sell	6,170 -575	-9%	-$32.6K	0.04%	49
2023 Q4	$374K	Sell	6,745 -6,685	-50%	-$339K	0.04%	45
2023 Q3	$670K	Sell	13,430 -2,935	-18%	-$154K	0.08%	69
2023 Q2	$856K	Sell	16,365 -6,120	-27%	-$304K	0.1%	59
2023 Q1	$1.12M	Sell	22,485 -1,685	-7%	-$85.8K	0.14%	51
2022 Q4	$1.17M	Sell	24,170 -14,300	-37%	-$691K	0.16%	47
2022 Q3	$1.69M	Sell	38,470 -70	-0.2%	-$3.38K	0.24%	33
2022 Q2	$1.74M	Sell	38,540 -355	-0.9%	-$17.5K	0.26%	38
2022 Q1	$2.09M	Buy	38,895 +33,665	+644%	+$1.79M	0.3%	30
2021 Q4	$296K	Hold	5,230	–	–	0.04%	177
2021 Q3	$275K	Hold	5,230	–	–	0.04%	166
2021 Q2	$281K	Sell	5,230 -2,855	-35%	-$154K	0.04%	130
2021 Q1	$421K	Sell	8,085 -5,855	-42%	-$292K	0.06%	120
2020 Q4	$641K	Buy	+13,940	New	+$587K	0.1%	86

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

True Link Financial Advisors's IJH Position: Q2 2026 in Review

True Link Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.62% in Q2 2026, buying an estimated $3.67K and bringing the position to 8,125 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #40.

True Link Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.09M in Q1 2022. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

True Link Financial Advisors held 8,125 shares of iShares Core S&P Mid-Cap ETF worth $627K as of Q2 2026.
True Link Financial Advisors bought 50 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.67K.
iShares Core S&P Mid-Cap ETF made up 0.04% of True Link Financial Advisors's portfolio in Q2 2026, its #40 holding.
True Link Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
True Link Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.09M in Q1 2022.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.