Twin Peaks Wealth Advisors’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
Q2
$699K Buy
9,060
+810
+10% +$59.4K 0.16% 102
2026
Q1
$557K Sell
8,250
-315
-4% -$21.9K 0.14% 100
2025
Q4
$615K Sell
8,565
-40
-0.5% -$2.62K 0.18% 89
2025
Q3
$562K Sell
8,605
-31
-0.4% -$1.99K 0.19% 92
2025
Q2
$550K Sell
8,636
-185
-2% -$10.9K 0.18% 86
2025
Q1
$485K Sell
8,821
-14,956
-63% -$929K 0.22% 82
2024
Q4
$1.48M Buy
23,777
+1,946
+9% +$125K 0.63% 38
2024
Q3
$1.36M Sell
21,831
-713
-3% -$43K 0.63% 38
2024
Q2
$1.32M Buy
22,544
+3,100
+16% +$182K 0.66% 37
2024
Q1
$1.18M Sell
19,444
-106
-0.5% -$6K 0.66% 37
2023
Q4
$1.08M Buy
+19,550
New +$992K 0.69% 35

Other funds holding IJH

Twin Peaks Wealth Advisors's IJH Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.8% in Q2 2026, buying an estimated $59.4K and bringing the position to 9,060 shares worth $699K. The position accounts for 0.16% of the portfolio, ranked #102.

Twin Peaks Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q4 2024. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Twin Peaks Wealth Advisors held 9,060 shares of iShares Core S&P Mid-Cap ETF worth $699K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 810 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $59.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Twin Peaks Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.48M in Q4 2024.
  • 2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.