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

TruWealth 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 Q1	$10.9M	Buy	161,983 +273	+0.2%	+$18.9K	0.53%	55
2025 Q4	$10.7M	Buy	161,710 +3,794	+2%	+$249K	0.52%	55
2025 Q3	$10.3M	Buy	157,916 +1,631	+1%	+$105K	0.52%	53
2025 Q2	$9.69M	Buy	156,285 +7,215	+5%	+$424K	0.53%	48
2025 Q1	$8.7M	Buy	149,070 +4,792	+3%	+$298K	0.53%	49
2024 Q4	$8.99M	Buy	144,278 +4,434	+3%	+$284K	0.54%	45
2024 Q3	$8.72M	Buy	139,844 +3,174	+2%	+$191K	0.53%	47
2024 Q2	$8M	Sell	136,670 -270	-0.2%	-$15.9K	0.53%	44
2024 Q1	$8.32M	Buy	136,940 +4,100	+3%	+$232K	0.58%	49
2023 Q4	$7.36M	Sell	132,840 -1,130	-0.8%	-$57.3K	0.56%	47
2023 Q3	$6.68M	Buy	133,970 +370	+0.3%	+$19.4K	0.57%	46
2023 Q2	$6.99M	Buy	133,600 +2,740	+2%	+$136K	0.6%	43
2023 Q1	$6.55M	Buy	130,860 +57,595	+79%	+$2.93M	0.6%	46
2022 Q4	$3.54M	Buy	73,265 +815	+1%	+$39.4K	0.35%	56
2022 Q3	$3.18M	Sell	72,450 -2,415	-3%	-$117K	0.34%	50
2022 Q2	$3.39M	Buy	74,865 +1,790	+2%	+$88.4K	0.36%	45
2022 Q1	$3.92M	Buy	73,075 +3,225	+5%	+$172K	0.41%	44
2021 Q4	$3.96M	Buy	69,850 +4,290	+7%	+$239K	0.4%	42
2021 Q3	$3.45M	Buy	65,560 +1,065	+2%	+$57.3K	0.38%	42
2021 Q2	$3.47M	Buy	64,495 +3,070	+5%	+$166K	0.41%	40
2021 Q1	$3.2M	Buy	61,425 +4,020	+7%	+$201K	0.43%	37
2020 Q4	$2.64M	Buy	+57,405	New	+$2.42M	0.39%	37

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TruWealth Advisors's IJH Position: Q1 2026 in Review

TruWealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q1 2026, buying an estimated $18.9K and bringing the position to 161,983 shares worth $10.9M. The position accounts for 0.53% of the portfolio, ranked #55.

TruWealth Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

TruWealth Advisors held 161,983 shares of iShares Core S&P Mid-Cap ETF worth $10.9M as of Q1 2026.
TruWealth Advisors bought 273 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $18.9K.
iShares Core S&P Mid-Cap ETF made up 0.53% of TruWealth Advisors's portfolio in Q1 2026, its #55 holding.
TruWealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.