Alpha Cubed Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Alpha Cubed Investments’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 Q4	$618K	Buy	9,365 +3,925	+72%	+$257K	0.02%	162
2025 Q3	$355K	Sell	5,440 -190	-3%	-$12.2K	0.01%	212
2025 Q2	$349K	Sell	5,630 -596	-10%	-$35K	0.01%	216
2025 Q1	$363K	Buy	6,226 +255	+4%	+$15.8K	0.02%	208
2024 Q4	$372K	Buy	5,971 +31	+0.5%	+$1.99K	0.02%	183
2024 Q3	$370K	Buy	5,940 +170	+3%	+$10.3K	0.02%	180
2024 Q2	$338K	Buy	5,770 +970	+20%	+$57K	0.02%	198
2024 Q1	$292K	Buy	4,800 +300	+7%	+$17K	0.02%	209
2023 Q4	$249K	Sell	4,500 -580	-11%	-$29.4K	0.01%	225
2023 Q3	$253K	Sell	5,080 -1,850	-27%	-$96.9K	0.02%	208
2023 Q2	$362K	Buy	6,930 +1,055	+18%	+$52.4K	0.02%	172
2023 Q1	$294K	Buy	5,875 +1,045	+22%	+$53.2K	0.02%	202
2022 Q4	$234K	Sell	4,830 -1,025	-18%	-$49.5K	0.02%	240
2022 Q3	$257K	Sell	5,855 -800	-12%	-$38.7K	0.02%	212
2022 Q2	$301K	Sell	6,655 -645	-9%	-$31.8K	0.02%	228
2022 Q1	$392K	Buy	7,300 +780	+12%	+$41.5K	0.03%	220
2021 Q4	$369K	Hold	6,520	–	–	0.02%	204
2021 Q3	$343K	Hold	6,520	–	–	0.03%	196
2021 Q2	$350K	Sell	6,520 -55	-0.8%	-$2.97K	0.03%	198
2021 Q1	$342K	Sell	6,575 -375	-5%	-$18.7K	0.03%	196
2020 Q4	$319K	Sell	6,950 -1,075	-13%	-$45.3K	0.03%	196
2020 Q3	$297K	Sell	8,025 -450	-5%	-$16.8K	0.03%	178
2020 Q2	$301K	Sell	8,475 -3,525	-29%	-$117K	0.03%	166
2020 Q1	$345K	Sell	12,000 -1,470	-11%	-$54.7K	0.04%	151
2019 Q4	$554K	Buy	13,470 +55	+0.4%	+$2.18K	0.06%	134
2019 Q3	$518K	Buy	13,415 +3,015	+29%	+$116K	0.06%	128
2019 Q2	$404K	Sell	10,400 -795	-7%	-$30.5K	0.05%	152
2019 Q1	$424K	Buy	11,195 +740	+7%	+$27.3K	0.05%	138
2018 Q4	$347K	Buy	10,455 +2,435	+30%	+$88.8K	0.05%	140
2018 Q3	$299K	Sell	8,020 -1,090	-12%	-$43.8K	0.03%	235
2018 Q2	$355K	Buy	9,110 +3,765	+70%	+$145K	0.05%	152
2018 Q1	$201K	Buy	+5,345	New	+$204K	0.03%	211

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alpha Cubed Investments's IJH Position: Q4 2025 in Review

Alpha Cubed Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 72% in Q4 2025, buying an estimated $257K and bringing the position to 9,365 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #162.

Alpha Cubed Investments first reported a position in IJH in Q1 2018 and has held it in 32 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Alpha Cubed Investments held 9,365 shares of iShares Core S&P Mid-Cap ETF worth $618K as of Q4 2025.
Alpha Cubed Investments bought 3,925 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $257K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #162 holding.
Alpha Cubed Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 32 quarters since.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.