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BBR Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BBR Partners’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
Q1 		– Sell
-3,239
Closed -$202K – 251
2024
Q4 		$202K Hold
3,239
– – 0.01% 229
2024
Q3 		$202K Buy
+3,239
New +$195K 0.02% 221
2024
Q2 		– Sell
-11,319
Closed -$688K – 239
2024
Q1 		$688K Buy
11,319
+7,574
+202% +$429K 0.06% 119
2023
Q4 		$208K Sell
3,745
-4,355
-54% -$221K 0.02% 172
2023
Q3 		$404K Buy
8,100
+4,030
+99% +$211K 0.05% 117
2023
Q2 		$213K Buy
+4,070
New +$202K 0.02% 146
2022
Q2 		– Sell
-11,245
Closed -$603K – 242
2022
Q1 		$603K Buy
+11,245
New +$599K 0.06% 121
2018
Q1 		– Sell
-21,455
Closed -$814K – 94
2017
Q4 		$814K Hold
21,455
– – 0.15% 26
2017
Q3 		$768K Hold
21,455
– – 0.16% 19
2017
Q2 		$746K Hold
21,455
– – 0.16% 25
2017
Q1 		$735K Sell
21,455
-7,460
-26% -$254K 0.16% 25
2016
Q4 		$956K Sell
28,915
-755
-3% -$23.9K 0.16% 27
2016
Q3 		$918K Hold
29,670
– – 0.15% 29
2016
Q2 		$886K Hold
29,670
– – 0.15% 26
2016
Q1 		$856K Sell
29,670
-1,200
-4% -$32.1K 0.15% 22
2015
Q4 		$860K Sell
30,870
-535
-2% -$15.3K 0.13% 22
2015
Q3 		$858K Sell
31,405
-10,880
-26% -$316K 0.12% 17
2015
Q2 		$1.27M Sell
42,285
-11,270
-21% -$344K 0.16% 20
2015
Q1 		$1.63M Sell
53,555
-175
-0.3% -$5.18K 0.22% 17
2014
Q4 		$1.56M Sell
53,730
-550
-1% -$15.5K 0.21% 22
2014
Q3 		$1.48M Buy
+54,280
New +$1.53M 0.22% 18

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BBR Partners's IJH Position: Q1 2025 in Review

BBR Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 3,239 shares — an estimated $202K sold.

BBR Partners first reported a position in IJH in Q3 2014 and held it in 21 quarters. The position peaked at $1.63M in Q1 2015. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • BBR Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • BBR Partners sold 3,239 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $202K.
  • BBR Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and held it in 21 quarters.
  • BBR Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.63M in Q1 2015.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on BBR Partners's 13F filing for Q1 2025, filed 14 May 2025.