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

Apexium Financial’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 		$2.5M Sell
38,287
-3,382
-8% -$217K 0.12% 81
2025
Q2 		$2.58M Sell
41,669
-2,729
-6% -$160K 0.14% 76
2025
Q1 		$2.59M Sell
44,398
-131
-0.3% -$8.13K 0.15% 67
2024
Q4 		$2.77M Buy
44,529
+29
+0.1% +$1.86K 0.17% 60
2024
Q3 		$2.77M Sell
44,500
-746
-2% -$45K 0.18% 52
2024
Q2 		$2.65M Sell
45,246
-10
-0% -$587 0.19% 48
2024
Q1 		$2.75M Sell
45,256
-249
-0.5% -$14.1K 0.21% 48
2023
Q4 		$2.52M Sell
45,505
-1,500
-3% -$76.1K 0.18% 62
2023
Q3 		$2.35M Sell
47,005
-1,210
-3% -$63.4K 0.24% 51
2023
Q2 		$2.52M Sell
48,215
-815
-2% -$40.5K 0.22% 50
2023
Q1 		$2.45M Sell
49,030
-2,440
-5% -$124K 0.24% 47
2022
Q4 		$2.49M Sell
51,470
-1,470
-3% -$71K 0.26% 46
2022
Q3 		$2.32M Buy
52,940
+36,670
+225% +$1.77M 0.29% 46
2022
Q2 		$736K Sell
16,270
-4,790
-23% -$236K 0.42% 41
2022
Q1 		$1.15M Buy
21,060
+10
+0% +$532 0.6% 30
2021
Q4 		$1.19M Sell
21,050
-480
-2% -$26.7K 0.62% 30
2021
Q3 		$1.13M Buy
21,530
+1,670
+8% +$89.8K 0.65% 31
2021
Q2 		$1.07M Buy
19,860
+10
+0.1% +$540 0.66% 29
2021
Q1 		$1.03M Buy
19,850
+2,630
+15% +$131K 0.76% 28
2020
Q4 		$792K Sell
17,220
-4,835
-22% -$204K 0.63% 31
2020
Q3 		$817K Sell
22,055
-15,230
-41% -$569K 0.66% 29
2020
Q2 		$1.33M Sell
37,285
-13,365
-26% -$444K 1.2% 21
2020
Q1 		$1.46M Buy
50,650
+28,900
+133% +$1.07M 1.93% 16
2019
Q4 		$895K Buy
+21,750
New +$862K 1.16% 23

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 $374B AUM 17.66% 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

Apexium Financial's IJH Position: Q3 2025 in Review

Apexium Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.1% in Q3 2025, selling an estimated $217K and leaving 38,287 shares worth $2.5M. The position accounts for 0.12% of the portfolio, ranked #81.

Apexium Financial first reported a position in IJH in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.77M in Q4 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Apexium Financial held 38,287 shares of iShares Core S&P Mid-Cap ETF worth $2.5M as of Q3 2025.
  • Apexium Financial sold 3,382 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $217K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Apexium Financial's portfolio in Q3 2025, its #81 holding.
  • Apexium Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • Apexium Financial's iShares Core S&P Mid-Cap ETF position peaked at $2.77M in Q4 2024.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.