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

Aznar Financial 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 Q4	$14.8M	Buy	+224,097	New	+$14.7M	14.21%	1

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aznar Financial Advisors's IJH Position: Q4 2025 in Review

Aznar Financial Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025: 224,097 shares worth $14.8M. The stake represents 14.21% of the portfolio and ranks #1 among its holdings.

2,644 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Aznar Financial Advisors held 224,097 shares of iShares Core S&P Mid-Cap ETF worth $14.8M as of Q4 2025.
iShares Core S&P Mid-Cap ETF was a new Aznar Financial Advisors position in Q4 2025.
iShares Core S&P Mid-Cap ETF made up 14.21% of Aznar Financial Advisors's portfolio in Q4 2025, its #1 holding.
2,644 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Aznar Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.