Blue Barn Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Blue Barn Wealth’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	-4,438	Closed	-$290K	–	97
2025 Q3	$290K	Buy	4,438 +52	+1%	+$3.34K	0.13%	114
2025 Q2	$272K	Buy	4,386 +303	+7%	+$17.8K	0.13%	123
2025 Q1	$238K	Buy	4,083 +9	+0.2%	+$559	0.12%	128
2024 Q4	$254K	Buy	4,074 +273	+7%	+$17.5K	0.13%	111
2024 Q3	$237K	Sell	3,801 -95	-2%	-$5.73K	0.12%	132
2024 Q2	$228K	Hold	3,896	–	–	0.13%	114
2024 Q1	$237K	Sell	3,896 -219	-5%	-$12.4K	0.13%	110
2023 Q4	$228K	Sell	4,115 -10	-0.2%	-$507	0.14%	101
2023 Q3	$206K	Sell	4,125 -140	-3%	-$7.34K	0.14%	109
2023 Q2	$223K	Sell	4,265 -30	-0.7%	-$1.49K	0.14%	107
2023 Q1	$215K	Buy	4,295 +35	+0.8%	+$1.78K	0.13%	116
2022 Q4	$206K	Buy	+4,260	New	+$206K	0.14%	111
2022 Q3	–	Sell	-5,290	Closed	-$239K	–	123
2022 Q2	$239K	Sell	5,290 -250	-5%	-$12.3K	0.18%	89
2022 Q1	$297K	Buy	5,540 +110	+2%	+$5.86K	0.21%	80
2021 Q4	$307K	Buy	5,430 +40	+0.7%	+$2.23K	0.21%	76
2021 Q3	$284K	Sell	5,390 -540	-9%	-$29.1K	0.25%	73
2021 Q2	$319K	Buy	+5,930	New	+$320K	0.33%	56

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Barn Wealth's IJH Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 4,438 shares — an estimated $290K sold.

Blue Barn Wealth first reported a position in IJH in Q2 2021 and held it in 17 quarters. The position peaked at $319K in Q2 2021. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Blue Barn Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 4,438 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $290K.
Blue Barn Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 17 quarters.
Blue Barn Wealth's iShares Core S&P Mid-Cap ETF position peaked at $319K in Q2 2021.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.