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

Atlas Private 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 Q3	–	Sell	-4,976	Closed	-$309K	–	162
2025 Q2	$309K	Buy	4,976 +1,364	+38%	+$80.1K	0.04%	158
2025 Q1	$211K	Sell	3,612 -279	-7%	-$17.3K	0.03%	176
2024 Q4	$242K	Buy	3,891 +4	+0.1%	+$257	0.03%	148
2024 Q3	$242K	Sell	3,887 -398	-9%	-$24K	0.04%	141
2024 Q2	$251K	Buy	+4,285	New	+$252K	0.04%	135
2024 Q1	–	Sell	-4,815	Closed	-$267K	–	137
2023 Q4	$267K	Sell	4,815 -140	-3%	-$7.1K	0.05%	131
2023 Q3	$247K	Sell	4,955 -45	-0.9%	-$2.36K	0.05%	158
2023 Q2	$262K	Buy	+5,000	New	+$248K	0.05%	155
2022 Q1	–	Sell	-4,540	Closed	-$257K	–	147
2021 Q4	$257K	Sell	4,540 -2,625	-37%	-$146K	0.12%	127
2021 Q3	$377K	Sell	7,165 -475	-6%	-$25.6K	0.2%	100
2021 Q2	$411K	Buy	7,640 +885	+13%	+$47.8K	0.22%	85
2021 Q1	$352K	Sell	6,755 -100	-1%	-$4.99K	0.2%	89
2020 Q4	$315K	Sell	6,855 -670	-9%	-$28.2K	0.21%	86
2020 Q3	$279K	Sell	7,525 -1,665	-18%	-$62.2K	0.23%	82
2020 Q2	$327K	Buy	+9,190	New	+$305K	0.29%	78

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Atlas Private Wealth Advisors's IJH Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 4,976 shares — an estimated $309K sold.

Atlas Private Wealth Advisors first reported a position in IJH in Q2 2020 and held it in 15 quarters. The position peaked at $411K in Q2 2021. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 4,976 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $309K.
Atlas Private Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and held it in 15 quarters.
Atlas Private Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $411K in Q2 2021.
2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.