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

Archvest Wealth Advisors’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	-11,322	Closed	-$661K	–	61
2025 Q1	$661K	Sell	11,322 -683	-6%	-$42.4K	0.55%	37
2024 Q4	$748K	Sell	12,005 -1,890	-14%	-$121K	0.54%	32
2024 Q3	$866K	Hold	13,895	–	–	0.55%	33
2024 Q2	$805K	Sell	13,895 -600	-4%	-$35.2K	0.53%	32
2024 Q1	$875K	Hold	14,495	–	–	0.62%	22
2023 Q4	$803K	Sell	14,495 -6,795	-32%	-$345K	0.61%	27
2023 Q3	$1.06M	Sell	21,290 -1,010	-5%	-$52.9K	0.86%	18
2023 Q2	$1.17M	Hold	22,300	–	–	0.96%	18
2023 Q1	$1.12M	Sell	22,300 -760	-3%	-$38.7K	0.99%	18
2022 Q4	$1.12M	Sell	23,060 -35	-0.2%	-$1.69K	1.1%	18
2022 Q3	$1.01M	Sell	23,095 -345	-1%	-$16.7K	1.04%	19
2022 Q2	$1.06M	Sell	23,440 -6,110	-21%	-$302K	1.06%	18
2022 Q1	$1.59M	Sell	29,550 -2,190	-7%	-$117K	1.43%	16
2021 Q4	$1.8M	Buy	+31,740	New	+$1.77M	1.56%	15

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

Archvest Wealth Advisors's IJH Position: Q2 2025 in Review

Archvest Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 11,322 shares — an estimated $661K sold.

Archvest Wealth Advisors first reported a position in IJH in Q4 2021 and held it in 14 quarters. The position peaked at $1.8M in Q4 2021. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Archvest Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Archvest Wealth Advisors sold 11,322 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $661K.
Archvest Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 14 quarters.
Archvest Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.8M in Q4 2021.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Archvest Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.