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

Capital A 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 Q2	$111K	Buy	+400	New	+$23.5K	1.24%	9

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital A Wealth Management's IJH Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025: 400 shares worth $111K. The stake represents 1.24% of the portfolio and ranks #9 among its holdings.

2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Capital A Wealth Management held 400 shares of iShares Core S&P Mid-Cap ETF worth $111K as of Q2 2025.
iShares Core S&P Mid-Cap ETF was a new Capital A Wealth Management position in Q2 2025.
iShares Core S&P Mid-Cap ETF made up 1.24% of Capital A Wealth Management's portfolio in Q2 2025, its #9 holding.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.