Cannell & Spears’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cannell & Spears’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	–	Sell	-12,927	Closed	-$805K	–	405
2024 Q4	$805K	Buy	+12,927	New	+$829K	0.02%	253

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

Cannell & Spears's IJH Position: Q1 2025 in Review

Cannell & Spears sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 12,927 shares — an estimated $805K sold.

Cannell & Spears first reported a position in IJH in Q4 2024 and held it in 1 quarter. The position peaked at $805K in Q4 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Cannell & Spears reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Cannell & Spears sold 12,927 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $805K.
Cannell & Spears first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
Cannell & Spears's iShares Core S&P Mid-Cap ETF position peaked at $805K in Q4 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Cannell & Spears's 13F filing for Q1 2025, filed 14 May 2025.