Capital Insight Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capital Insight Partners’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 Q4	–	Sell	-3,345	Closed	-$218K	–	150
2025 Q3	$218K	Hold	3,345	–	–	0.04%	161
2025 Q2	$207K	Buy	+3,345	New	+$196K	0.04%	162
2025 Q1	–	Sell	-3,365	Closed	-$210K	–	163
2024 Q4	$210K	Hold	3,365	–	–	0.04%	155
2024 Q3	$210K	Sell	3,365 -680	-17%	-$41K	0.04%	154
2024 Q2	$237K	Sell	4,045 -120	-3%	-$7.05K	0.04%	146
2024 Q1	$253K	Buy	4,165 +105	+3%	+$5.95K	0.05%	154
2023 Q4	$225K	Sell	4,060 -200	-5%	-$10.1K	0.05%	158
2023 Q3	$212K	Hold	4,260	–	–	0.05%	159
2023 Q2	$223K	Hold	4,260	–	–	0.05%	161
2023 Q1	$213K	Hold	4,260	–	–	0.05%	160
2022 Q4	$206K	Buy	+4,260	New	+$206K	0.05%	156
2022 Q2	–	Sell	-4,260	Closed	-$229K	–	158
2022 Q1	$229K	Hold	4,260	–	–	0.05%	157
2021 Q4	$241K	Hold	4,260	–	–	0.05%	142
2021 Q3	$224K	Hold	4,260	–	–	0.05%	145
2021 Q2	$229K	Hold	4,260	–	–	0.05%	143
2021 Q1	$222K	Buy	+4,260	New	+$213K	0.05%	142

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Capital Insight Partners's IJH Position: Q4 2025 in Review

Capital Insight Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 3,345 shares — an estimated $218K sold.

Capital Insight Partners first reported a position in IJH in Q1 2021 and held it in 16 quarters. The position peaked at $253K in Q1 2024. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Capital Insight Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Capital Insight Partners sold 3,345 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $218K.
Capital Insight Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 16 quarters.
Capital Insight Partners's iShares Core S&P Mid-Cap ETF position peaked at $253K in Q1 2024.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.