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

TrueWealth 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 		$363K Hold
4,705
– – 0.08% 178
2026
Q1 		$318K Hold
4,705
– – 0.08% 194
2025
Q4 		$311K Sell
4,705
-178
-4% -$11.7K 0.08% 188
2025
Q3 		$319K Buy
4,883
+178
+4% +$11.4K 0.09% 177
2025
Q2 		$292K Sell
4,705
-103
-2% -$6.05K 0.09% 175
2025
Q1 		$281K Buy
4,808
+708
+17% +$44K 0.09% 170
2024
Q4 		$255K Hold
4,100
– – 0.09% 188
2024
Q3 		$256K Sell
4,100
-190
-4% -$11.5K 0.09% 186
2024
Q2 		$251K Buy
4,290
+465
+12% +$27.3K 0.09% 192
2024
Q1 		$232K Sell
3,825
-45
-1% -$2.55K 0.09% 186
2023
Q4 		$215K Sell
3,870
-820
-17% -$41.6K 0.08% 184
2023
Q3 		$234K Buy
+4,690
New +$246K 0.1% 165
2022
Q2 		– Sell
-3,660
Closed -$207K – 181
2022
Q1 		$207K Hold
3,660
– – 0.09% 170
2021
Q4 		$207K Buy
+3,660
New +$204K 0.09% 170

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

TrueWealth Advisors's IJH Position: Q2 2026 in Review

TrueWealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,705 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #178.

TrueWealth Advisors first reported a position in IJH in Q4 2021 and has held it in 14 quarters since. 877 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • TrueWealth Advisors held 4,705 shares of iShares Core S&P Mid-Cap ETF worth $363K as of Q2 2026.
  • TrueWealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #178 holding.
  • TrueWealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.