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

Atria Wealth Solutions’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	$16.6M	Sell	264,304 -410,133	-61%	-$24.1M	0.38%	54
2025 Q1	$39.4M	Sell	674,437 -5,508	-0.8%	-$342K	0.47%	35
2024 Q4	$42.4M	Buy	679,945 +12,647	+2%	+$811K	0.46%	34
2024 Q3	$41.6M	Buy	667,298 +5,857	+0.9%	+$353K	0.45%	35
2024 Q2	$38.7M	Buy	661,441 +35,426	+6%	+$2.08M	0.43%	37
2024 Q1	$38M	Buy	626,015 +28,785	+5%	+$1.63M	0.43%	35
2023 Q4	$33.1M	Sell	597,230 -43,380	-7%	-$2.2M	0.41%	40
2023 Q3	$32M	Buy	640,610 +82,570	+15%	+$4.33M	0.45%	36
2023 Q2	$29.2M	Sell	558,040 -10,240	-2%	-$509K	0.4%	40
2023 Q1	$28.4M	Sell	568,280 -26,990	-5%	-$1.38M	0.42%	41
2022 Q4	$28.8M	Buy	595,270 +35,540	+6%	+$1.72M	0.46%	32
2022 Q3	$24.5M	Buy	559,730 +79,790	+17%	+$3.86M	0.42%	42
2022 Q2	$21.7M	Sell	479,940 -35,205	-7%	-$1.74M	0.41%	52
2022 Q1	$27.6M	Buy	+515,145	New	+$27.4M	0.46%	31

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's IJH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 61% in Q2 2025, selling an estimated $24.1M and leaving 264,304 shares worth $16.6M. The position accounts for 0.38% of the portfolio, ranked #54.

Atria Wealth Solutions first reported a position in IJH in Q1 2022 and has held it in 14 quarters since. The position peaked at $42.4M in Q4 2024. 2,439 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Atria Wealth Solutions held 264,304 shares of iShares Core S&P Mid-Cap ETF worth $16.6M as of Q2 2025.
Atria Wealth Solutions sold 410,133 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $24.1M.
iShares Core S&P Mid-Cap ETF made up 0.38% of Atria Wealth Solutions's portfolio in Q2 2025, its #54 holding.
Atria Wealth Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Core S&P Mid-Cap ETF position peaked at $42.4M in Q4 2024.
2,439 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.