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

Compass 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 Q4	–	Sell	-3,529	Closed	-$230K	–	108
2025 Q3	$230K	Hold	3,529	–	–	0.05%	143
2025 Q2	$219K	Buy	3,529 +439	+14%	+$25.8K	0.05%	145
2025 Q1	$180K	Hold	3,090	–	–	0.05%	156
2024 Q4	$193K	Hold	3,090	–	–	0.05%	151
2024 Q3	$193K	Hold	3,090	–	–	0.05%	158
2024 Q2	$181K	Hold	3,090	–	–	0.04%	161
2024 Q1	$188K	Sell	3,090 -1,055	-25%	-$59.7K	0.05%	161
2023 Q4	$230K	Buy	4,145 +3,360	+428%	+$170K	0.06%	146
2023 Q3	$39.1K	Hold	785	–	–	0.01%	255
2023 Q2	$41.1K	Hold	785	–	–	0.01%	259
2023 Q1	$39.3K	Hold	785	–	–	0.01%	262
2022 Q4	$38K	Buy	+785	New	+$37.9K	0.01%	263

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

Compass Wealth Management's IJH Position: Q4 2025 in Review

Compass Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 3,529 shares — an estimated $230K sold.

Compass Wealth Management first reported a position in IJH in Q4 2022 and held it in 12 quarters. The position peaked at $230K in Q3 2025. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Compass Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 3,529 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $230K.
Compass Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $230K in Q3 2025.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.