Twelve Points Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Twelve Points Wealth Management's IJH Position: Q1 2026 in Review
Twelve Points Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q1 2026, selling an estimated $22.8K and leaving 10,655 shares worth $720K. The position accounts for 0.16% of the portfolio, ranked #114.
Twelve Points Wealth Management first reported a position in IJH in Q4 2025 and has held it in 2 quarters since. The position peaked at $759K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Twelve Points Wealth Management held 10,655 shares of iShares Core S&P Mid-Cap ETF worth $720K as of Q1 2026.
- Twelve Points Wealth Management sold 328 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $22.8K.
- iShares Core S&P Mid-Cap ETF made up 0.16% of Twelve Points Wealth Management's portfolio in Q1 2026, its #114 holding.
- Twelve Points Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
- Twelve Points Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $759K in Q4 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.