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

Consilium Wealth Advisory’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 Q1	–	Sell	-8,160	Closed	-$508K	–	90
2024 Q4	$508K	Buy	8,160 +4,525	+124%	+$290K	0.24%	58
2024 Q3	$227K	Hold	3,635	–	–	0.12%	81
2024 Q2	$213K	Hold	3,635	–	–	0.12%	84
2024 Q1	$221K	Sell	3,635 -1,275	-26%	-$72.2K	0.12%	81
2023 Q4	$272K	Sell	4,910 -4,350	-47%	-$221K	0.16%	76
2023 Q3	$462K	Hold	9,260	–	–	0.32%	54
2023 Q2	$484K	Hold	9,260	–	–	0.34%	55
2023 Q1	$463K	Hold	9,260	–	–	0.4%	49
2022 Q4	$448K	Hold	9,260	–	–	0.38%	54
2022 Q3	$406K	Hold	9,260	–	–	0.45%	51
2022 Q2	$419K	Hold	9,260	–	–	0.45%	56
2022 Q1	$497K	Hold	9,260	–	–	0.36%	57
2021 Q4	$524K	Buy	+9,260	New	+$515K	0.34%	59

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Consilium Wealth Advisory's IJH Position: Q1 2025 in Review

Consilium Wealth Advisory sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 8,160 shares — an estimated $508K sold.

Consilium Wealth Advisory first reported a position in IJH in Q4 2021 and held it in 13 quarters. The position peaked at $524K in Q4 2021. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Consilium Wealth Advisory reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Consilium Wealth Advisory sold 8,160 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $508K.
Consilium Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 13 quarters.
Consilium Wealth Advisory's iShares Core S&P Mid-Cap ETF position peaked at $524K in Q4 2021.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Consilium Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.