Buffington Mohr McNeal’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Buffington Mohr McNeal’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	$2.4M	Buy	41,081 +2,570	+7%	+$160K	0.47%	41
2024 Q4	$2.4M	Sell	38,511 -7,915	-17%	-$508K	0.4%	42
2024 Q3	$2.89M	Sell	46,426 -375	-0.8%	-$22.6K	0.48%	42
2024 Q2	$2.74M	Buy	46,801 +17	+0%	+$999	0.48%	43
2024 Q1	$2.84M	Sell	46,784 -621	-1%	-$35.2K	0.51%	41
2023 Q4	$2.63M	Buy	47,405 +40,000	+540%	+$2.03M	0.53%	43
2023 Q3	$369K	Sell	7,405 -675	-8%	-$35.4K	0.08%	101
2023 Q2	$423K	Sell	8,080 -1,920	-19%	-$95.4K	0.09%	92
2023 Q1	$500K	Sell	10,000 -730	-7%	-$37.2K	0.11%	95
2022 Q4	$519K	Buy	+10,730	New	+$518K	0.12%	95
2019 Q2	–	Sell	-2,510	Closed	-$95K	–	215
2019 Q1	$95K	Buy	+2,510	New	+$92.7K	0.03%	151

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Buffington Mohr McNeal's IJH Position: Q1 2025 in Review

Buffington Mohr McNeal increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.7% in Q1 2025, buying an estimated $160K and bringing the position to 41,081 shares worth $2.4M. The position accounts for 0.47% of the portfolio, ranked #41.

Buffington Mohr McNeal first reported a position in IJH in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.89M in Q3 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Buffington Mohr McNeal held 41,081 shares of iShares Core S&P Mid-Cap ETF worth $2.4M as of Q1 2025.
Buffington Mohr McNeal bought 2,570 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $160K.
iShares Core S&P Mid-Cap ETF made up 0.47% of Buffington Mohr McNeal's portfolio in Q1 2025, its #41 holding.
Buffington Mohr McNeal first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 11 quarters since.
Buffington Mohr McNeal's iShares Core S&P Mid-Cap ETF position peaked at $2.89M in Q3 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.