AFWM
IJH icon

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

Abich Financial 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
Q3 		$92.4K Buy
+1,416
New +$91K 0.03% 242
2024
Q3 		$26.8K Sell
430
-120
-22% -$7.24K 0.06% 131
2024
Q2 		$32.2K Sell
550
-3,050
-85% -$179K 0.02% 194
2024
Q1 		$219K Buy
3,600
+2,730
+314% +$155K 0.17% 24
2023
Q4 		$48.3K Buy
+870
New +$44.1K 0.05% 116

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Abich Financial Wealth Management's IJH Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025: 1,416 shares worth $92.4K. The stake represents 0.03% of the portfolio and ranks #242 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IJH as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IJH in Q4 2023 and has held it in 5 quarters since. The position peaked at $219K in Q1 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Abich Financial Wealth Management held 1,416 shares of iShares Core S&P Mid-Cap ETF worth $92.4K as of Q3 2025.
  • iShares Core S&P Mid-Cap ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Abich Financial Wealth Management's portfolio in Q3 2025, its #242 holding.
  • Abich Financial Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $219K in Q1 2024.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.