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

Clean Yield Group’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	–	Hold	0	–	–	–	409
2025 Q3	–	Hold	0	–	–	–	424
2025 Q2	–	Hold	0	–	–	–	406
2025 Q1	–	Hold	0	–	–	–	447
2024 Q4	–	Hold	0	–	–	–	457
2024 Q3	–	Hold	0	–	–	–	473
2024 Q2	–	Hold	0	–	–	–	366
2024 Q1	–	Hold	0	–	–	–	382
2023 Q4	–	Hold	0	–	–	–	367
2023 Q3	–	Hold	0	–	–	–	378
2023 Q2	–	Hold	0	–	–	–	403
2022 Q1	–	Sell	-1,900	Closed	-$108K	–	484
2021 Q4	$108K	Hold	1,900	–	–	0.03%	205
2021 Q3	$100K	Hold	1,900	–	–	0.03%	214
2021 Q2	$102K	Buy	+1,900	New	+$103K	0.03%	201
2021 Q1	–	Sell	-4,500	Closed	-$207K	–	254
2020 Q4	$207K	Hold	4,500	–	–	0.07%	138
2020 Q3	$167K	Hold	4,500	–	–	0.07%	132
2020 Q2	$160K	Sell	4,500 -4,500	-50%	-$149K	0.07%	132
2020 Q1	$259K	Sell	9,000 -1,350	-13%	-$50.2K	0.12%	104
2019 Q4	$426K	Buy	10,350 +1,350	+15%	+$53.5K	0.13%	98
2019 Q3	$348K	Hold	9,000	–	–	0.11%	109
2019 Q2	$350K	Hold	9,000	–	–	0.13%	98
2019 Q1	$341K	Hold	9,000	–	–	0.14%	101
2018 Q4	$299K	Hold	9,000	–	–	0.13%	110
2018 Q3	$362K	Hold	9,000	–	–	0.14%	104
2018 Q2	$351K	Hold	9,000	–	–	0.15%	104
2018 Q1	$338K	Buy	+9,000	New	+$344K	0.14%	104

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

Clean Yield Group's IJH Position: Q4 2025 in Review

Clean Yield Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Clean Yield Group first reported a position in IJH in Q1 2018 and has held it in 15 quarters since. The position peaked at $426K in Q4 2019. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Clean Yield Group held 0 shares of iShares Core S&P Mid-Cap ETF worth $1 as of Q4 2025.
Clean Yield Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2025.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Clean Yield Group's portfolio in Q4 2025, its #409 holding.
Clean Yield Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 15 quarters since.
Clean Yield Group's iShares Core S&P Mid-Cap ETF position peaked at $426K in Q4 2019.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Clean Yield Group's 13F filing for Q4 2025, filed 26 Jan 2026.