Columbus Macro’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Columbus Macro’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	-3,716	Closed	-$230K	–	214
2025 Q2	$230K	Buy	3,716 +147	+4%	+$8.63K	0.03%	202
2025 Q1	$208K	Sell	3,569 -2	-0.1%	-$124	0.03%	199
2024 Q4	$223K	Sell	3,571 -8	-0.2%	-$513	0.03%	196
2024 Q3	$223K	Buy	3,579 +21	+0.6%	+$1.27K	0.08%	168
2024 Q2	$208K	Hold	3,558	–	–	0.08%	171
2024 Q1	$216K	Sell	3,558 -87	-2%	-$4.92K	0.08%	172
2023 Q4	$202K	Buy	+3,645	New	+$185K	0.08%	172
2023 Q1	–	Sell	-17,645	Closed	-$854K	–	174
2022 Q4	$854K	Buy	+17,645	New	+$852K	0.33%	94

Other funds holding IJH

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return