Client First Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Client First Capital’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	-46,101	Closed	-$2.69M	–	24
2025 Q1	$2.69M	Sell	46,101 -70,420	-60%	-$4.37M	1.38%	14
2024 Q4	$7.26M	Buy	116,521 +11,840	+11%	+$759K	3.73%	9
2024 Q3	$6.52M	Sell	104,681 -18,817	-15%	-$1.13M	3.61%	9
2024 Q2	$7.23M	Buy	123,498 +11,472	+10%	+$674K	4.35%	9
2024 Q1	$6.8M	Buy	112,026 +47,236	+73%	+$2.67M	4.77%	10
2023 Q4	$3.59M	Buy	64,790 +11,625	+22%	+$590K	2.61%	12
2023 Q3	$2.65M	Buy	53,165 +4,480	+9%	+$235K	1.92%	13
2023 Q2	$2.55M	Buy	48,685 +205	+0.4%	+$10.2K	1.89%	13
2023 Q1	$2.43M	Sell	48,480 -15,095	-24%	-$769K	1.85%	13
2022 Q4	$3.08M	Sell	63,575 -1,540	-2%	-$74.4K	2.41%	14
2022 Q3	$2.86M	Buy	65,115 +495	+0.8%	+$23.9K	2.09%	15
2022 Q2	$2.92M	Sell	64,620 -225	-0.3%	-$11.1K	2.25%	15
2022 Q1	$3.48M	Sell	64,845 -79,185	-55%	-$4.22M	2.34%	16
2021 Q4	$8.15M	Buy	+144,030	New	+$8.02M	5.79%	7

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Client First Capital's IJH Position: Q2 2025 in Review

Client First Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 46,101 shares — an estimated $2.69M sold.

Client First Capital first reported a position in IJH in Q4 2021 and held it in 14 quarters. The position peaked at $8.15M in Q4 2021. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Client First Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Client First Capital sold 46,101 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $2.69M.
Client First Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 14 quarters.
Client First Capital's iShares Core S&P Mid-Cap ETF position peaked at $8.15M in Q4 2021.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Client First Capital's 13F filing for Q2 2025, filed 8 Aug 2025.