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Concord Asset Management (Virginia)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Concord Asset Management (Virginia)’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
-4,421
Closed -$274K – 162
2025
Q2 		$274K Buy
+4,421
New +$260K 0.04% 177

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concord Asset Management (Virginia)'s IJH Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 4,421 shares — an estimated $274K sold.

Concord Asset Management (Virginia) first reported a position in IJH in Q2 2025 and held it in 1 quarter. The position peaked at $274K in Q2 2025. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 4,421 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $274K.
  • Concord Asset Management (Virginia) first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s iShares Core S&P Mid-Cap ETF position peaked at $274K in Q2 2025.
  • 2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.