Brass Tax Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brass Tax Wealth Management’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 Q3	$6.32M	Sell	96,813 -6,900	-7%	-$443K	1.05%	21
2025 Q2	$6.43M	Buy	103,713 +5,455	+6%	+$320K	1.24%	19
2025 Q1	$5.73M	Buy	98,258 +5,627	+6%	+$349K	1.2%	17
2024 Q4	$5.77M	Buy	92,631 +13,884	+18%	+$890K	1.21%	21
2024 Q3	$4.91M	Buy	78,747 +55,630	+241%	+$3.35M	1.05%	21
2024 Q2	$1.35M	Buy	23,117 +11,117	+93%	+$653K	0.58%	30
2024 Q1	$729K	Buy	+12,000	New	+$679K	0.38%	40

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Brass Tax Wealth Management's IJH Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.7% in Q3 2025, selling an estimated $443K and leaving 96,813 shares worth $6.32M. The position accounts for 1.05% of the portfolio, ranked #21.

Brass Tax Wealth Management first reported a position in IJH in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.43M in Q2 2025. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Brass Tax Wealth Management held 96,813 shares of iShares Core S&P Mid-Cap ETF worth $6.32M as of Q3 2025.
Brass Tax Wealth Management sold 6,900 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $443K.
iShares Core S&P Mid-Cap ETF made up 1.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #21 holding.
Brass Tax Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $6.43M in Q2 2025.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.