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

Austin Private Wealth’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	$497K	Hold	7,537	–	–	0.04%	178
2025 Q3	$492K	Hold	7,537	–	–	0.04%	181
2025 Q2	$467K	Sell	7,537 -1,615	-18%	-$94.8K	0.04%	186
2025 Q1	$534K	Sell	9,152 -1,643	-15%	-$102K	0.05%	156
2024 Q4	$673K	Hold	10,795	–	–	0.06%	122
2024 Q3	$673K	Buy	10,795 +527	+5%	+$31.8K	0.06%	116
2024 Q2	$601K	Sell	10,268 -1,253	-11%	-$73.6K	0.06%	109
2024 Q1	$689K	Buy	11,521 +146	+1%	+$8.27K	0.08%	90
2023 Q4	$631K	Sell	11,375 -82,165	-88%	-$4.17M	0.08%	83
2023 Q3	$4.66M	Buy	93,540 +79,820	+582%	+$4.18M	0.67%	29
2023 Q2	$718K	Buy	13,720 +1,235	+10%	+$61.4K	0.1%	69
2023 Q1	$625K	Hold	12,485	–	–	0.1%	72
2022 Q4	$604K	Hold	12,485	–	–	0.11%	77
2022 Q3	$547K	Sell	12,485 -280	-2%	-$13.5K	0.11%	65
2022 Q2	$578K	Buy	12,765 +280	+2%	+$13.8K	0.13%	62
2022 Q1	$670K	Hold	12,485	–	–	0.13%	60
2021 Q4	$707K	Hold	12,485	–	–	0.14%	57
2021 Q3	$657K	Hold	12,485	–	–	0.14%	60
2021 Q2	$671K	Buy	12,485 +1,120	+10%	+$60.5K	0.15%	51
2021 Q1	$592K	Sell	11,365 -40	-0.4%	-$2K	0.16%	50
2020 Q4	$524K	Hold	11,405	–	–	0.15%	54
2020 Q3	$423K	Sell	11,405 -105	-0.9%	-$3.92K	0.16%	54
2020 Q2	$409K	Sell	11,510 -2,385	-17%	-$79.2K	0.18%	49
2020 Q1	$400K	Buy	13,895 +90	+0.7%	+$3.35K	0.24%	39
2019 Q4	$568K	Buy	+13,805	New	+$547K	0.3%	35

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Private Wealth's IJH Position: Q4 2025 in Review

Austin Private Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2025 at 7,537 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #178.

Austin Private Wealth first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.66M in Q3 2023. 2,635 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Austin Private Wealth held 7,537 shares of iShares Core S&P Mid-Cap ETF worth $497K as of Q4 2025.
Austin Private Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2025.
iShares Core S&P Mid-Cap ETF made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #178 holding.
Austin Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
Austin Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $4.66M in Q3 2023.
2,635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.