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

Congress 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 Q2	$60.1M	Buy	969,258 +168,005	+21%	+$9.86M	0.58%	27
2025 Q1	$46.8M	Buy	801,253 +16,741	+2%	+$1.04M	0.56%	31
2024 Q4	$48.9M	Buy	784,512 +6,255	+0.8%	+$401K	0.67%	29
2024 Q3	$48.5M	Buy	778,257 +628,140	+418%	+$37.9M	0.65%	25
2024 Q2	$8.78M	Sell	150,117 -3,477	-2%	-$204K	0.14%	188
2024 Q1	$9.33M	Buy	153,594 +45,364	+42%	+$2.57M	0.16%	174
2023 Q4	$6M	Buy	108,230 +18,985	+21%	+$963K	0.11%	204
2023 Q3	$4.45M	Buy	89,245 +7,055	+9%	+$370K	0.09%	225
2023 Q2	$4.3M	Sell	82,190 -15,960	-16%	-$793K	0.1%	205
2023 Q1	$4.91M	Sell	98,150 -22,355	-19%	-$1.14M	0.12%	188
2022 Q4	$5.83M	Buy	120,505 +8,165	+7%	+$394K	0.15%	174
2022 Q3	$4.93M	Buy	112,340 +5,655	+5%	+$273K	0.13%	182
2022 Q2	$4.83M	Sell	106,685 -4,600	-4%	-$227K	0.12%	190
2022 Q1	$5.97M	Sell	111,285 -25,090	-18%	-$1.34M	0.13%	184
2021 Q4	$7.72M	Buy	+136,375	New	+$7.59M	0.15%	177

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's IJH Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q2 2025, buying an estimated $9.86M and bringing the position to 969,258 shares worth $60.1M. The position accounts for 0.58% of the portfolio, ranked #27.

Congress Wealth Management first reported a position in IJH in Q4 2021 and has held it in 15 quarters since. 2,439 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Congress Wealth Management held 969,258 shares of iShares Core S&P Mid-Cap ETF worth $60.1M as of Q2 2025.
Congress Wealth Management bought 168,005 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $9.86M.
iShares Core S&P Mid-Cap ETF made up 0.58% of Congress Wealth Management's portfolio in Q2 2025, its #27 holding.
Congress Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
2,439 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.