Adero Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Adero Partners’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 Q1	$212K	Sell	3,628 -719	-17%	-$44.6K	0.01%	226
2024 Q4	$271K	Sell	4,347 -23	-0.5%	-$1.48K	0.02%	185
2024 Q3	$272K	Hold	4,370	–	–	0.02%	182
2024 Q2	$256K	Hold	4,370	–	–	0.02%	174
2024 Q1	$265K	Hold	4,370	–	–	0.02%	163
2023 Q4	$242K	Sell	4,370 -65	-1%	-$3.3K	0.02%	165
2023 Q3	$221K	Hold	4,435	–	–	0.02%	164
2023 Q2	$232K	Hold	4,435	–	–	0.02%	148
2023 Q1	$222K	Hold	4,435	–	–	0.02%	142
2022 Q4	$215K	Sell	4,435 -840	-16%	-$40.6K	0.03%	148
2022 Q3	$245K	Buy	+5,275	New	+$255K	0.03%	134

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adero Partners's IJH Position: Q1 2025 in Review

Adero Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q1 2025, selling an estimated $44.6K and leaving 3,628 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #226.

Adero Partners first reported a position in IJH in Q3 2022 and has held it in 11 quarters since. The position peaked at $272K in Q3 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Adero Partners held 3,628 shares of iShares Core S&P Mid-Cap ETF worth $212K as of Q1 2025.
Adero Partners sold 719 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $44.6K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Adero Partners's portfolio in Q1 2025, its #226 holding.
Adero Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 11 quarters since.
Adero Partners's iShares Core S&P Mid-Cap ETF position peaked at $272K in Q3 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.