Truepoint Inc’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
Q1 | $747K | Buy |
11,069
+250
| +2% | +$17.3K | 0.02% | 88 |
|
|
2025
Q4 | $714K | Sell |
10,819
-246
| -2% | -$16.1K | 0.02% | 86 |
|
|
2025
Q3 | $722K | Sell |
11,065
-90
| -0.8% | -$5.78K | 0.02% | 84 |
|
|
2025
Q2 | $692K | Sell |
11,155
-2,230
| -17% | -$131K | 0.02% | 84 |
|
|
2025
Q1 | $781K | Buy |
13,385
+2,053
| +18% | +$127K | 0.02% | 74 |
|
|
2024
Q4 | $706K | Sell |
11,332
-1,525
| -12% | -$97.8K | 0.02% | 76 |
|
|
2024
Q3 | $801K | Buy |
12,857
+412
| +3% | +$24.8K | 0.02% | 71 |
|
|
2024
Q2 | $728K | Buy |
12,445
+600
| +5% | +$35.2K | 0.02% | 72 |
|
|
2024
Q1 | $719K | Sell |
11,845
-41,840
| -78% | -$2.37M | 0.02% | 72 |
|
|
2023
Q4 | $2.98M | Sell |
53,685
-1,560
| -3% | -$79.1K | 0.09% | 48 |
|
|
2023
Q3 | $2.76M | Buy |
55,245
+7,680
| +16% | +$402K | 0.09% | 49 |
|
|
2023
Q2 | $2.49M | Buy |
47,565
+1,395
| +3% | +$69.3K | 0.08% | 45 |
|
|
2023
Q1 | $2.31M | Sell |
46,170
-85
| -0.2% | -$4.33K | 0.08% | 43 |
|
|
2022
Q4 | $2.24M | Sell |
46,255
-2,225
| -5% | -$107K | 0.08% | 46 |
|
|
2022
Q3 | $2.13M | Buy |
48,480
+2,365
| +5% | +$114K | 0.11% | 39 |
|
|
2022
Q2 | $2.09M | Buy |
46,115
+900
| +2% | +$44.4K | 0.11% | 39 |
|
|
2022
Q1 | $2.43M | Buy |
45,215
+1,435
| +3% | +$76.4K | 0.12% | 35 |
|
|
2021
Q4 | $2.48M | Buy |
43,780
+3,065
| +8% | +$171K | 0.12% | 34 |
|
|
2021
Q3 | $2.14M | Buy |
40,715
+14,215
| +54% | +$765K | 0.11% | 38 |
|
|
2021
Q2 | $1.42M | Buy |
26,500
+1,425
| +6% | +$76.9K | 0.08% | 43 |
|
|
2021
Q1 | $1.3M | Sell |
25,075
-2,745
| -10% | -$137K | 0.08% | 39 |
|
|
2020
Q4 | $1.28M | Buy |
+27,820
| New | +$1.17M | 0.08% | 40 |
|
|
2020
Q1 | – | Sell |
-31,565
| Closed | -$1.3M | – | 65 |
|
|
2019
Q4 | $1.3M | Buy |
31,565
+30
| +0.1% | +$1.19K | 0.1% | 31 |
|
|
2019
Q3 | $1.22M | Sell |
31,535
-1,110
| -3% | -$42.7K | 0.11% | 32 |
|
|
2019
Q2 | $1.27M | Sell |
32,645
-20
| -0.1% | -$767 | 0.1% | 39 |
|
|
2019
Q1 | $1.24M | Sell |
32,665
-4,505
| -12% | -$166K | 0.11% | 36 |
|
|
2018
Q4 | $1.24M | Buy |
37,170
+10,500
| +39% | +$383K | 0.12% | 32 |
|
|
2018
Q3 | $1.07M | Sell |
26,670
-305
| -1% | -$12.3K | 0.09% | 32 |
|
|
2018
Q2 | $1.05M | Buy |
26,975
+20,825
| +339% | +$804K | 0.09% | 31 |
|
|
2018
Q1 | $6.56K | Sell |
6,150
-24,725
| -80% | -$946K | 0.05% | 52 |
|
|
2017
Q4 | $1.17M | Buy |
30,875
+5,425
| +21% | +$201K | 0.11% | 24 |
|
|
2017
Q3 | $911K | Sell |
25,450
-25,215
| -50% | -$878K | 0.09% | 34 |
|
|
2017
Q2 | $1.77M | Buy |
50,665
+15,090
| +42% | +$521K | 0.18% | 25 |
|
|
2017
Q1 | $1.22M | Sell |
35,575
-530
| -1% | -$18K | 0.13% | 27 |
|
|
2016
Q4 | $1.22M | Buy |
36,105
+1,445
| +4% | +$45.8K | 0.14% | 27 |
|
|
2016
Q3 | $1.07M | Sell |
34,660
-6,990
| -17% | -$216K | 0.13% | 24 |
|
|
2016
Q2 | $1.24M | Buy |
41,650
+7,500
| +22% | +$220K | 0.16% | 21 |
|
|
2016
Q1 | $985K | Buy |
34,150
+7,695
| +29% | +$206K | 0.13% | 23 |
|
|
2015
Q4 | $737K | Sell |
26,455
-1,140
| -4% | -$32.6K | 0.1% | 25 |
|
|
2015
Q3 | $754K | Buy |
+27,595
| New | +$802K | 0.11% | 24 |
|
Other funds holding IJH
Truepoint Inc's IJH Position: Q1 2026 in Review
Truepoint Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q1 2026, buying an estimated $17.3K and bringing the position to 11,069 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #88.
Truepoint Inc first reported a position in IJH in Q3 2015 and has held it in 40 quarters since. The position peaked at $2.98M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Truepoint Inc held 11,069 shares of iShares Core S&P Mid-Cap ETF worth $747K as of Q1 2026.
- Truepoint Inc bought 250 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $17.3K.
- iShares Core S&P Mid-Cap ETF made up 0.02% of Truepoint Inc's portfolio in Q1 2026, its #88 holding.
- Truepoint Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 40 quarters since.
- Truepoint Inc's iShares Core S&P Mid-Cap ETF position peaked at $2.98M in Q4 2023.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.