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

Centricity 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	$732K	Buy	11,797 +19	+0.2%	+$1.11K	0.58%	35
2025 Q1	$687K	Buy	11,778 +146	+1%	+$9.07K	0.62%	35
2024 Q4	$725K	Buy	+11,632	New	+$746K	0.68%	33

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centricity Wealth Management's IJH Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.16% in Q2 2025, buying an estimated $1.11K and bringing the position to 11,797 shares worth $732K. The position accounts for 0.58% of the portfolio, ranked #35.

Centricity Wealth Management first reported a position in IJH in Q4 2024 and has held it in 3 quarters since. 2,439 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Centricity Wealth Management held 11,797 shares of iShares Core S&P Mid-Cap ETF worth $732K as of Q2 2025.
Centricity Wealth Management bought 19 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $1.11K.
iShares Core S&P Mid-Cap ETF made up 0.58% of Centricity Wealth Management's portfolio in Q2 2025, its #35 holding.
Centricity Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
2,439 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.