B&D White Capital Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

B&D White Capital Company’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	–	Sell	-14,603	Closed	-$953K	–	78
2025 Q3	$953K	Buy	14,603 +485	+3%	+$31.2K	0.12%	56
2025 Q2	$876K	Buy	14,118 +13	+0.1%	+$763	0.13%	58
2025 Q1	$823K	Buy	14,105 +2,525	+22%	+$157K	0.12%	46
2024 Q4	$722K	Buy	+11,580	New	+$743K	0.12%	45

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

B&D White Capital Company's IJH Position: Q4 2025 in Review

B&D White Capital Company sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 14,603 shares — an estimated $953K sold.

B&D White Capital Company first reported a position in IJH in Q4 2024 and held it in 4 quarters. The position peaked at $953K in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

B&D White Capital Company reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
B&D White Capital Company sold 14,603 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $953K.
B&D White Capital Company first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 4 quarters.
B&D White Capital Company's iShares Core S&P Mid-Cap ETF position peaked at $953K in Q3 2025.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on B&D White Capital Company's 13F filing for Q4 2025, filed 13 Feb 2026.