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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.65M Buy
21,384
+1,903
+10% +$140K 0.58% 51
2026
Q1
$1.32M Buy
19,481
+1,975
+11% +$137K 0.51% 58
2025
Q4
$1.16M Buy
17,506
+1,673
+11% +$110K 0.45% 73
2025
Q3
$1.03M Buy
15,833
+407
+3% +$26.2K 0.4% 85
2025
Q2
$957K Buy
15,426
+1,470
+11% +$86.3K 0.4% 80
2025
Q1
$814K Buy
13,956
+2,358
+20% +$146K 0.38% 91
2024
Q4
$723K Buy
11,598
+4,622
+66% +$296K 0.36% 95
2024
Q3
$435K Buy
6,976
+3,232
+86% +$195K 0.22% 136
2024
Q2
$219K Buy
3,744
+90
+2% +$5.29K 0.12% 204
2024
Q1
$222K Sell
3,654
-16
-0.4% -$906 0.13% 204
2023
Q4
$203K Buy
+3,670
New +$186K 0.13% 201

Other funds holding IJH

Trueblood Wealth Management's IJH Position: Q2 2026 in Review

Trueblood Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.8% in Q2 2026, buying an estimated $140K and bringing the position to 21,384 shares worth $1.65M. The position accounts for 0.58% of the portfolio, ranked #51.

Trueblood Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Trueblood Wealth Management held 21,384 shares of iShares Core S&P Mid-Cap ETF worth $1.65M as of Q2 2026.
  • Trueblood Wealth Management bought 1,903 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $140K.
  • iShares Core S&P Mid-Cap ETF made up 0.58% of Trueblood Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Trueblood Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.