Breed's Hill Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Breed's Hill Capital’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	$530K	Hold	8,550	–	–	0.26%	62
2025 Q1	$499K	Hold	8,550	–	–	0.27%	60
2024 Q4	$533K	Hold	8,550	–	–	0.28%	54
2024 Q3	$533K	Hold	8,550	–	–	0.44%	39
2024 Q2	$500K	Hold	8,550	–	–	0.44%	40
2024 Q1	$519K	Hold	8,550	–	–	0.48%	36
2023 Q4	$474K	Buy	+8,550	New	+$434K	0.46%	38

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Breed's Hill Capital's IJH Position: Q2 2025 in Review

Breed's Hill Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2025 at 8,550 shares worth $530K. The position accounts for 0.26% of the portfolio, ranked #62.

Breed's Hill Capital first reported a position in IJH in Q4 2023 and has held it in 7 quarters since. The position peaked at $533K in Q3 2024. 2,439 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Breed's Hill Capital held 8,550 shares of iShares Core S&P Mid-Cap ETF worth $530K as of Q2 2025.
Breed's Hill Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2025.
iShares Core S&P Mid-Cap ETF made up 0.26% of Breed's Hill Capital's portfolio in Q2 2025, its #62 holding.
Breed's Hill Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Breed's Hill Capital's iShares Core S&P Mid-Cap ETF position peaked at $533K in Q3 2024.
2,439 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Breed's Hill Capital's 13F filing for Q2 2025, filed 8 Aug 2025.