True Wealth Design’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

True Wealth Design’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	$65K	Hold	843	–	–	0.02%	397
2026 Q1	$56.9K	Buy	843 +218	+35%	+$15.1K	0.02%	366
2025 Q4	$41.3K	Hold	625	–	–	0.01%	387
2025 Q3	$40.8K	Hold	625	–	–	0.01%	374
2025 Q2	$38.8K	Hold	625	–	–	0.01%	246
2025 Q1	$36.5K	Hold	625	–	–	0.01%	248
2024 Q4	$38.9K	Hold	625	–	–	0.02%	211
2024 Q3	$39K	Hold	625	–	–	0.02%	180
2024 Q2	$36.6K	Hold	625	–	–	0.01%	180
2024 Q1	$38K	Hold	625	–	–	0.01%	178
2023 Q4	$34.6K	Hold	625	–	–	0.01%	175
2023 Q3	$31.2K	Hold	625	–	–	0.01%	166
2023 Q2	$32.7K	Hold	625	–	–	0.01%	170
2023 Q1	$31.3K	Hold	625	–	–	0.01%	185
2022 Q4	$30.2K	Buy	+625	New	+$30.2K	0.01%	172

Other funds holding IJH

MRC

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

True Wealth Design's IJH Position: Q2 2026 in Review

True Wealth Design held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 843 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #397.

True Wealth Design first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

True Wealth Design held 843 shares of iShares Core S&P Mid-Cap ETF worth $65K as of Q2 2026.
True Wealth Design left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #397 holding.
True Wealth Design first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.