Avantax Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Avantax Advisory Services’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	$39.7M	Sell	640,753 -1,680	-0.3%	-$98.6K	0.22%	71
2025 Q1	$37.5M	Buy	642,433 +21,346	+3%	+$1.33M	0.23%	66
2024 Q4	$38.7M	Buy	621,087 +33,703	+6%	+$2.16M	0.24%	62
2024 Q3	$36.6M	Buy	587,384 +29,872	+5%	+$1.8M	0.24%	60
2024 Q2	$32.6M	Buy	557,512 +30,101	+6%	+$1.77M	0.23%	61
2024 Q1	$32M	Sell	527,411 -13,884	-3%	-$786K	0.28%	47
2023 Q4	$30M	Sell	541,295 -36,365	-6%	-$1.84M	0.3%	39
2023 Q3	$28.8M	Buy	577,660 +32,215	+6%	+$1.69M	0.32%	34
2023 Q2	$28.5M	Buy	545,445 +13,030	+2%	+$648K	0.33%	34
2023 Q1	$26.6M	Buy	532,415 +29,210	+6%	+$1.49M	0.33%	34
2022 Q4	$24.3M	Buy	503,205 +62,420	+14%	+$3.02M	0.32%	41
2022 Q3	$19.3M	Buy	440,785 +8,570	+2%	+$414K	0.3%	43
2022 Q2	$19.6M	Buy	432,215 +69,935	+19%	+$3.45M	0.29%	51
2022 Q1	$19.5M	Buy	362,280 +81,060	+29%	+$4.32M	0.27%	58
2021 Q4	$15.9M	Buy	281,220 +11,950	+4%	+$665K	0.24%	65
2021 Q3	$14.2M	Buy	269,270 +30,945	+13%	+$1.66M	0.24%	64
2021 Q2	$12.8M	Buy	238,325 +10,855	+5%	+$586K	0.23%	70
2021 Q1	$11.9M	Buy	227,470 +37,715	+20%	+$1.88M	0.26%	66
2020 Q4	$8.72M	Sell	189,755 -320,185	-63%	-$13.5M	0.21%	83
2020 Q3	$18.9M	Buy	509,940 +263,395	+107%	+$9.85M	0.3%	56
2020 Q2	$8.77M	Sell	246,545 -4,055	-2%	-$135K	0.25%	68
2020 Q1	$7.21M	Sell	250,600 -86,270	-26%	-$3.21M	0.22%	76
2019 Q4	$13.9M	Buy	336,870 +207,760	+161%	+$8.23M	0.32%	48
2019 Q3	$4.99M	Buy	129,110 +18,600	+17%	+$715K	0.2%	61
2019 Q2	$4.29M	Buy	110,510 +30,140	+38%	+$1.16M	0.19%	65
2019 Q1	$3.04M	Buy	80,370 +11,360	+16%	+$420K	0.16%	76
2018 Q4	$2.29M	Buy	+69,010	New	+$2.52M	0.39%	67

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

Avantax Advisory Services's IJH Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.26% in Q2 2025, selling an estimated $98.6K and leaving 640,753 shares worth $39.7M. The position accounts for 0.22% of the portfolio, ranked #71.

Avantax Advisory Services first reported a position in IJH in Q4 2018 and has held it in 27 quarters since. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Avantax Advisory Services held 640,753 shares of iShares Core S&P Mid-Cap ETF worth $39.7M as of Q2 2025.
Avantax Advisory Services sold 1,680 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $98.6K.
iShares Core S&P Mid-Cap ETF made up 0.22% of Avantax Advisory Services's portfolio in Q2 2025, its #71 holding.
Avantax Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.