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

Accredited 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	$1.2M	Buy	12,424 +4,489	+57%	+$288K	0.89%	25
2025 Q2	$492K	Buy	7,935 +1,300	+20%	+$76.3K	0.4%	41
2025 Q1	$387K	Buy	6,635 +1,244	+23%	+$77.3K	0.33%	39
2024 Q4	$336K	Buy	+5,391	New	+$346K	0.29%	49

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

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

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

Accredited Wealth Management's IJH Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 57% in Q3 2025, buying an estimated $288K and bringing the position to 12,424 shares worth $1.2M. The position accounts for 0.89% of the portfolio, ranked #25.

Accredited Wealth Management first reported a position in IJH in Q4 2024 and has held it in 4 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Accredited Wealth Management held 12,424 shares of iShares Core S&P Mid-Cap ETF worth $1.2M as of Q3 2025.
Accredited Wealth Management bought 4,489 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $288K.
iShares Core S&P Mid-Cap ETF made up 0.89% of Accredited Wealth Management's portfolio in Q3 2025, its #25 holding.
Accredited Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.