Clarius Group LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clarius Group LLC’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	-4,175	Closed	-$259K	–	438
2025 Q2	$259K	Buy	+4,175	New	+$245K	0.02%	393
2024 Q1	–	Sell	-7,440	Closed	-$412K	–	495
2023 Q4	$412K	Buy	+7,440	New	+$377K	0.03%	274
2020 Q1	–	Sell	-10,245	Closed	-$425K	–	280
2019 Q4	$425K	Hold	10,245	–	–	0.07%	153
2019 Q3	$396K	Sell	10,245 -270	-3%	-$10.4K	0.07%	147
2019 Q2	$409K	Hold	10,515	–	–	0.08%	126
2019 Q1	$398K	Buy	+10,515	New	+$388K	0.1%	111
2018 Q4	–	Sell	-23,905	Closed	-$962K	–	131
2018 Q3	$962K	Hold	23,905	–	–	0.34%	37
2018 Q2	$931K	Buy	+23,905	New	+$923K	0.39%	39

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

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

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

Clarius Group LLC's IJH Position: Q3 2025 in Review

Clarius Group LLC sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 4,175 shares — an estimated $259K sold.

Clarius Group LLC first reported a position in IJH in Q2 2018 and held it in 8 quarters. The position peaked at $962K in Q3 2018. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Clarius Group LLC reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Clarius Group LLC sold 4,175 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $259K.
Clarius Group LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and held it in 8 quarters.
Clarius Group LLC's iShares Core S&P Mid-Cap ETF position peaked at $962K in Q3 2018.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.