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Carolinas Wealth Consulting’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-20,767
Closed -$1.21M – 447
2025
Q1 		$1.21M Buy
20,767
+807
+4% +$50.1K 0.26% 56
2024
Q4 		$1.24M Buy
19,960
+497
+3% +$31.9K 0.24% 55
2024
Q3 		$1.21M Sell
19,463
-217
-1% -$13.1K 0.22% 64
2024
Q2 		$1.15M Buy
19,680
+1,460
+8% +$85.8K 0.22% 60
2024
Q1 		$1.11M Buy
18,220
+4,685
+35% +$265K 0.22% 61
2023
Q4 		$750K Buy
13,535
+1,015
+8% +$51.5K 0.16% 68
2023
Q3 		$591K Sell
12,520
-6,495
-34% -$340K 0.15% 72
2023
Q2 		$994K Buy
19,015
+5,290
+39% +$263K 0.2% 70
2023
Q1 		$687K Buy
13,725
+25
+0.2% +$1.27K 0.15% 84
2022
Q4 		$663K Buy
13,700
+3,050
+29% +$147K 0.15% 77
2022
Q3 		$467K Buy
10,650
+25
+0.2% +$1.21K 0.12% 93
2022
Q2 		$481K Buy
10,625
+15
+0.1% +$740 0.12% 89
2022
Q1 		$569K Sell
10,610
-2,890
-21% -$154K 0.13% 83
2021
Q4 		$764K Buy
13,500
+140
+1% +$7.79K 0.17% 68
2021
Q3 		$703K Buy
13,360
+20
+0.1% +$1.08K 0.16% 66
2021
Q2 		$717K Sell
13,340
-2,610
-16% -$141K 0.16% 68
2021
Q1 		$830K Buy
15,950
+4,810
+43% +$240K 0.2% 57
2020
Q4 		$512K Buy
11,140
+4,995
+81% +$210K 0.14% 77
2020
Q3 		$228K Buy
6,145
+20
+0.3% +$748 0.08% 120
2020
Q2 		$218K Buy
6,125
+15
+0.2% +$498 0.09% 102
2020
Q1 		$176K Buy
+6,110
New +$227K 0.1% 100

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolinas Wealth Consulting's IJH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 20,767 shares — an estimated $1.21M sold.

Carolinas Wealth Consulting first reported a position in IJH in Q1 2020 and held it in 21 quarters. The position peaked at $1.24M in Q4 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 20,767 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $1.21M.
  • Carolinas Wealth Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's iShares Core S&P Mid-Cap ETF position peaked at $1.24M in Q4 2024.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.