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

Tucker Asset Management’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
2025 Q4	$67.5K	Buy	1,022 +90	+10%	+$5.89K	0.02%	249
2025 Q3	$60.8K	Sell	932 -80	-8%	-$5.14K	0.02%	172
2025 Q2	$62.8K	Buy	1,012 +80	+9%	+$4.7K	0.02%	157
2025 Q1	$54.4K	Hold	932	–	–	0.02%	166
2024 Q4	$58.1K	Buy	932 +862	+1,231%	+$55.3K	0.01%	343
2024 Q3	$4.36K	Sell	70 -6,025	-99%	-$363K	﹤0.01%	959
2024 Q2	$357K	Hold	6,095	–	–	0.08%	91
2024 Q1	$370K	Sell	6,095 -50	-0.8%	-$2.83K	0.09%	94
2023 Q4	$341K	Hold	6,145	–	–	0.09%	91
2023 Q3	$306K	Hold	6,145	–	–	0.08%	97
2023 Q2	$321K	Hold	6,145	–	–	0.09%	67
2023 Q1	$307K	Hold	6,145	–	–	0.09%	56
2022 Q4	$299K	Sell	6,145 -5	-0.1%	-$242	0.1%	32
2022 Q3	$298K	Buy	6,150 +6,025	+4,820%	+$291K	0.1%	27
2022 Q2	$5.66K	Sell	125 -15	-11%	-$740	﹤0.01%	316
2022 Q1	$7.51K	Buy	140 +65	+87%	+$3.46K	﹤0.01%	268
2021 Q4	$4.24K	Hold	75	–	–	﹤0.01%	321
2021 Q3	$4.18K	Hold	75	–	–	﹤0.01%	261
2021 Q2	$4.03K	Sell	75 -250	-77%	-$13.5K	﹤0.01%	250
2021 Q1	$16.9K	Buy	325 +250	+333%	+$12.5K	0.01%	147
2020 Q4	$3.45K	Buy	+75	New	+$3.16K	﹤0.01%	254

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tucker Asset Management's IJH Position: Q4 2025 in Review

Tucker Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.7% in Q4 2025, buying an estimated $5.89K and bringing the position to 1,022 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #249.

Tucker Asset Management first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. The position peaked at $370K in Q1 2024. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Tucker Asset Management held 1,022 shares of iShares Core S&P Mid-Cap ETF worth $67.5K as of Q4 2025.
Tucker Asset Management bought 90 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $5.89K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #249 holding.
Tucker Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $370K in Q1 2024.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.