Tyler-Stone Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tyler-Stone Wealth 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 Q2	$2M	Buy	32,310 +138	+0.4%	+$8.1K	0.32%	62
2025 Q1	$1.88M	Buy	32,172 +571	+2%	+$35.5K	0.34%	62
2024 Q4	$1.97M	Buy	31,601 +464	+1%	+$29.8K	0.35%	57
2024 Q3	$1.94M	Buy	31,137 +16,959	+120%	+$1.02M	0.37%	55
2024 Q2	$830K	Buy	14,178 +1,915	+16%	+$113K	0.34%	51
2024 Q1	$745K	Buy	12,263 +1,078	+10%	+$61K	0.33%	58
2023 Q4	$620K	Buy	11,185 +290	+3%	+$14.7K	0.31%	68
2023 Q3	$543K	Buy	10,895 +285	+3%	+$14.9K	0.31%	67
2023 Q2	$555K	Buy	+10,610	New	+$527K	0.31%	69
2022 Q4	$460K	Buy	9,500 +530	+6%	+$25.6K	0.31%	70
2022 Q3	$393K	Buy	8,970 +510	+6%	+$24.7K	0.3%	69
2022 Q2	$383K	Sell	8,460 -2,240	-21%	-$111K	0.26%	81
2022 Q1	$574K	Buy	10,700 +695	+7%	+$37K	0.32%	69
2021 Q4	$566K	Buy	+10,005	New	+$557K	0.3%	72

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tyler-Stone Wealth Management's IJH Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.43% in Q2 2025, buying an estimated $8.1K and bringing the position to 32,310 shares worth $2M. The position accounts for 0.32% of the portfolio, ranked #62.

Tyler-Stone Wealth Management first reported a position in IJH in Q4 2021 and has held it in 14 quarters since. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Tyler-Stone Wealth Management held 32,310 shares of iShares Core S&P Mid-Cap ETF worth $2M as of Q2 2025.
Tyler-Stone Wealth Management bought 138 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $8.1K.
iShares Core S&P Mid-Cap ETF made up 0.32% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #62 holding.
Tyler-Stone Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.