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

CarsonAllaria 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 Q3	–	Sell	-1,102	Closed	-$68.4K	–	196
2025 Q2	$68.4K	Buy	1,102 +470	+74%	+$27.6K	0.04%	121
2025 Q1	$36.9K	Buy	632 +93	+17%	+$5.78K	0.02%	148
2024 Q4	$33.6K	Buy	539 +478	+784%	+$30.7K	0.02%	156
2024 Q3	$3.81K	Buy	+61	New	+$3.68K	﹤0.01%	319
2024 Q2	–	Sell	-1,900	Closed	-$115K	–	395
2024 Q1	$115K	Buy	+1,900	New	+$108K	0.07%	90

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CarsonAllaria Wealth Management's IJH Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 1,102 shares — an estimated $68.4K sold.

CarsonAllaria Wealth Management first reported a position in IJH in Q1 2024 and held it in 5 quarters. The position peaked at $115K in Q1 2024. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,102 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $68.4K.
CarsonAllaria Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 5 quarters.
CarsonAllaria Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $115K in Q1 2024.
2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.