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Better Money Decisions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Better Money Decisions’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 		$8.74M Buy
140,957
+5,295
+4% +$311K 5.31% 6
2025
Q1 		$7.92M Sell
135,662
-1,700
-1% -$106K 5.28% 6
2024
Q4 		$8.56M Buy
137,362
+2,807
+2% +$180K 5.93% 6
2024
Q3 		$8.39M Sell
134,555
-11,636
-8% -$702K 5.95% 6
2024
Q2 		$8.56M Buy
146,191
+6,821
+5% +$401K 6.44% 4
2024
Q1 		$8.47M Buy
139,370
+7,615
+6% +$431K 6.71% 4
2023
Q4 		$7.3M Buy
131,755
+12,625
+11% +$640K 6.06% 4
2023
Q3 		$5.94M Buy
119,130
+2,015
+2% +$106K 5.23% 5
2023
Q2 		$6.12M Buy
117,115
+795
+0.7% +$39.5K 4.99% 5
2023
Q1 		$5.82M Buy
116,320
+7,365
+7% +$375K 4.91% 6
2022
Q4 		$5.27M Buy
108,955
+2,295
+2% +$111K 4.57% 6
2022
Q3 		$4.68M Buy
106,660
+4,050
+4% +$196K 4.55% 6
2022
Q2 		$4.64M Buy
102,610
+9,365
+10% +$462K 3.93% 7
2022
Q1 		$5M Buy
93,245
+6,110
+7% +$325K 4.69% 6
2021
Q4 		$4.93M Buy
87,135
+12,530
+17% +$697K 4.15% 6
2021
Q3 		$3.92M Buy
74,605
+5,095
+7% +$274K 3.23% 7
2021
Q2 		$3.74M Buy
69,510
+2,775
+4% +$150K 3.34% 7
2021
Q1 		$3.47M Buy
+66,735
New +$3.33M 3.58% 7

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Better Money Decisions's IJH Position: Q2 2025 in Review

Better Money Decisions increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2025, buying an estimated $311K and bringing the position to 140,957 shares worth $8.74M. The position accounts for 5.31% of the portfolio, ranked #6.

Better Money Decisions first reported a position in IJH in Q1 2021 and has held it in 18 quarters since. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Better Money Decisions held 140,957 shares of iShares Core S&P Mid-Cap ETF worth $8.74M as of Q2 2025.
  • Better Money Decisions bought 5,295 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $311K.
  • iShares Core S&P Mid-Cap ETF made up 5.31% of Better Money Decisions's portfolio in Q2 2025, its #6 holding.
  • Better Money Decisions first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.