Advisor Resource Council’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Advisor Resource Council’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	–	Sell	-28,842	Closed	-$1.68M	–	368
2025 Q1	$1.68M	Buy	28,842 +17,335	+151%	+$1.08M	0.14%	172
2024 Q4	$717K	Buy	+11,507	New	+$738K	0.51%	24
2024 Q1	–	Sell	-15,990	Closed	-$886K	–	361
2023 Q4	$886K	Buy	+15,990	New	+$811K	0.1%	195
2022 Q3	–	Sell	-14,160	Closed	-$641K	–	308
2022 Q2	$641K	Buy	+14,160	New	+$699K	0.06%	252
2022 Q1	–	Sell	-23,885	Closed	-$1.35M	–	358
2021 Q4	$1.35M	Buy	23,885 +9,745	+69%	+$542K	0.11%	194
2021 Q3	$746K	Sell	14,140 -125	-0.9%	-$6.72K	0.23%	109
2021 Q2	$767K	Buy	+14,265	New	+$770K	0.08%	238

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

Advisor Resource Council's IJH Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 28,842 shares — an estimated $1.68M sold.

Advisor Resource Council first reported a position in IJH in Q2 2021 and held it in 7 quarters. The position peaked at $1.68M in Q1 2025. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Advisor Resource Council reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 28,842 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $1.68M.
Advisor Resource Council first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's iShares Core S&P Mid-Cap ETF position peaked at $1.68M in Q1 2025.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.