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

Congress Park 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	-43,882	Closed	-$2.56M	–	123
2025 Q1	$2.56M	Sell	43,882 -48	-0.1%	-$2.98K	0.97%	27
2024 Q4	$2.74M	Buy	43,930 +1,043	+2%	+$66.9K	0.99%	31
2024 Q3	$2.67M	Buy	42,887 +1,878	+5%	+$113K	0.99%	32
2024 Q2	$2.4M	Sell	41,009 -127	-0.3%	-$7.46K	0.96%	32
2024 Q1	$2.5M	Buy	41,136 +1,241	+3%	+$70.3K	1.11%	32
2023 Q4	$2.21M	Sell	39,895 -2,665	-6%	-$135K	1.08%	27
2023 Q3	$2.12M	Sell	42,560 -8,090	-16%	-$424K	1.1%	25
2023 Q2	$2.65M	Sell	50,650 -905	-2%	-$45K	1.32%	15
2023 Q1	$2.58M	Buy	51,555 +8,730	+20%	+$445K	1.34%	17
2022 Q4	$2.07M	Sell	42,825 -750	-2%	-$36.2K	1.22%	19
2022 Q3	$1.91M	Buy	43,575 +20	+0%	+$967	1.11%	20
2022 Q2	$1.97M	Buy	43,555 +725	+2%	+$35.8K	1.2%	21
2022 Q1	$2.3M	Sell	42,830 -9,305	-18%	-$495K	1.15%	23
2021 Q4	$2.95M	Buy	52,135 +5,850	+13%	+$326K	1.45%	19
2021 Q3	$2.44M	Sell	46,285 -7,015	-13%	-$377K	1.25%	23
2021 Q2	$2.87M	Buy	53,300 +27,620	+108%	+$1.49M	1.44%	17
2021 Q1	$1.34M	Buy	25,680 +6,750	+36%	+$337K	0.75%	39
2020 Q4	$870K	Buy	18,930 +12,920	+215%	+$544K	0.52%	47
2020 Q3	$223K	Buy	+6,010	New	+$225K	0.14%	88
2020 Q1	–	Sell	-9,465	Closed	-$390K	–	92
2019 Q4	$390K	Buy	+9,465	New	+$375K	0.29%	65
2018 Q4	–	Sell	-15,715	Closed	-$633K	–	89
2018 Q3	$633K	Buy	15,715 +6,175	+65%	+$248K	0.57%	44
2018 Q2	$372K	Hold	9,540	–	–	0.36%	65
2018 Q1	$358K	Buy	+9,540	New	+$365K	0.37%	64

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

Congress Park Capital's IJH Position: Q2 2025 in Review

Congress Park Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 43,882 shares — an estimated $2.56M sold.

Congress Park Capital first reported a position in IJH in Q1 2018 and held it in 23 quarters. The position peaked at $2.95M in Q4 2021. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Congress Park Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Congress Park Capital sold 43,882 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $2.56M.
Congress Park Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 23 quarters.
Congress Park Capital's iShares Core S&P Mid-Cap ETF position peaked at $2.95M 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 Congress Park Capital's 13F filing for Q2 2025, filed 11 Jul 2025.