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

TRUE Private Wealth 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	$3.65M	Sell	47,363 -1,591	-3%	-$117K	0.32%	55
2026 Q1	$3.31M	Sell	48,954 -2,627	-5%	-$182K	0.32%	51
2025 Q4	$3.4M	Sell	51,581 -2,069	-4%	-$136K	0.34%	54
2025 Q3	$3.5M	Sell	53,650 -2,258	-4%	-$145K	0.36%	49
2025 Q2	$3.47M	Sell	55,908 -224,048	-80%	-$13.2M	0.39%	45
2025 Q1	$16.3M	Sell	279,956 -174,550	-38%	-$10.8M	1.98%	17
2024 Q4	$28.3M	Sell	454,506 -5,856	-1%	-$376K	3.44%	10
2024 Q3	$28.7M	Buy	460,362 +18,339	+4%	+$1.11M	3.42%	9
2024 Q2	$25.9M	Buy	442,023 +561	+0.1%	+$33K	2.93%	11
2024 Q1	$26.8M	Buy	441,462 +88,917	+25%	+$5.03M	3.08%	9
2023 Q4	$19.5M	Buy	352,545 +6,460	+2%	+$328K	2.47%	10
2023 Q3	$17.3M	Sell	346,085 -6,300	-2%	-$330K	2.4%	11
2023 Q2	$18.4M	Buy	352,385 +38,570	+12%	+$1.92M	2.72%	10
2023 Q1	$15.7M	Buy	313,815 +290,325	+1,236%	+$14.8M	2.32%	11
2022 Q4	$1.14M	Sell	23,490 -4,675	-17%	-$226K	0.18%	67
2022 Q3	$1.24M	Sell	28,165 -15,525	-36%	-$751K	0.19%	57
2022 Q2	$1.98M	Sell	43,690 -188,980	-81%	-$9.33M	0.29%	55
2022 Q1	$12.1M	Sell	232,670 -121,085	-34%	-$6.45M	1.7%	12
2021 Q4	$20M	Buy	353,755 +7,225	+2%	+$402K	2.85%	10
2021 Q3	$18.2M	Sell	346,530 -88,785	-20%	-$4.78M	2.65%	11
2021 Q2	$23.4M	Buy	435,315 +43,100	+11%	+$2.33M	3.48%	8
2021 Q1	$20.4M	Buy	392,215 +37,300	+11%	+$1.86M	3.3%	10
2020 Q4	$16.3M	Sell	354,915 -77,915	-18%	-$3.28M	2.73%	11
2020 Q3	$16M	Buy	432,830 +344,050	+388%	+$12.9M	2.74%	11
2020 Q2	$3.16M	Buy	88,780 +1,935	+2%	+$64.3K	0.58%	30
2020 Q1	$2.5M	Sell	86,845 -2,315	-3%	-$86.1K	0.53%	34
2019 Q4	$3.67M	Buy	89,160 +11,150	+14%	+$442K	0.56%	24
2019 Q3	$3.01M	Buy	78,010 +2,060	+3%	+$79.2K	0.52%	29
2019 Q2	$2.95M	Buy	75,950 +24,400	+47%	+$935K	0.5%	30
2019 Q1	$1.95M	Sell	51,550 -3,595	-7%	-$133K	0.37%	48
2018 Q4	$1.83M	Sell	55,145 -517,560	-90%	-$18.9M	0.32%	60
2018 Q3	$23.2M	Buy	572,705 +199,605	+53%	+$8.02M	3.26%	6
2018 Q2	$14.6M	Buy	373,100 +155,560	+72%	+$6.01M	2.29%	9
2018 Q1	$8.16M	Buy	217,540 +11,035	+5%	+$422K	1.4%	15
2017 Q4	$7.84M	Sell	206,505 -48,025	-19%	-$1.78M	1.36%	16
2017 Q3	$9.11M	Sell	254,530 -1,920	-0.7%	-$66.9K	2.05%	13
2017 Q2	$8.92M	Sell	256,450 -117,470	-31%	-$4.06M	2.07%	13
2017 Q1	$12.7M	Buy	373,920 +2,645	+0.7%	+$90K	2.91%	11
2016 Q4	$12.5M	Sell	371,275 -170,795	-32%	-$5.42M	3.04%	11
2016 Q3	$16.4M	Buy	542,070 +84,260	+18%	+$2.6M	5.27%	6
2016 Q2	$13.7M	Buy	457,810 +176,170	+63%	+$5.17M	4.58%	7
2016 Q1	$8.12M	Buy	281,640 +47,330	+20%	+$1.26M	3.16%	11
2015 Q4	$6.53M	Buy	+234,310	New	+$6.69M	2.87%	11

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TRUE Private Wealth Advisors's IJH Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, selling an estimated $117K and leaving 47,363 shares worth $3.65M. The position accounts for 0.32% of the portfolio, ranked #55.

TRUE Private Wealth Advisors first reported a position in IJH in Q4 2015 and has held it in 43 quarters since. The position peaked at $28.7M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

TRUE Private Wealth Advisors held 47,363 shares of iShares Core S&P Mid-Cap ETF worth $3.65M as of Q2 2026.
TRUE Private Wealth Advisors sold 1,591 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $117K.
iShares Core S&P Mid-Cap ETF made up 0.32% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #55 holding.
TRUE Private Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
TRUE Private Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $28.7M in Q3 2024.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.