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

Creekmur Asset 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 Q3	$292K	Buy	4,473 +466	+12%	+$29.9K	0.05%	162
2025 Q2	$248K	Sell	4,007 -23,137	-85%	-$1.36M	0.04%	208
2025 Q1	$1.58M	Sell	27,144 -72,341	-73%	-$4.49M	0.33%	32
2024 Q4	$6.2M	Buy	99,485 +29,456	+42%	+$1.89M	1.42%	16
2024 Q3	$4.36M	Buy	70,029 +5,353	+8%	+$323K	1.02%	18
2024 Q2	$3.78M	Buy	64,676 +5,022	+8%	+$295K	0.98%	20
2024 Q1	$3.62M	Sell	59,654 -34,451	-37%	-$1.95M	1.24%	18
2023 Q4	$5.22M	Buy	+94,105	New	+$4.77M	1.62%	15

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

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

Creekmur Asset Management's IJH Position: Q3 2025 in Review

Creekmur Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q3 2025, buying an estimated $29.9K and bringing the position to 4,473 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #162.

Creekmur Asset Management first reported a position in IJH in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.2M in Q4 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Creekmur Asset Management held 4,473 shares of iShares Core S&P Mid-Cap ETF worth $292K as of Q3 2025.
Creekmur Asset Management bought 466 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $29.9K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Creekmur Asset Management's portfolio in Q3 2025, its #162 holding.
Creekmur Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $6.2M in Q4 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.