Custos Family Office’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Custos Family Office’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	-4,585	Closed	-$284K	–	70
2025 Q2	$284K	Buy	4,585 +157	+4%	+$9.22K	0.09%	62
2025 Q1	$258K	Sell	4,428 -464	-9%	-$28.8K	0.09%	57
2024 Q4	$305K	Buy	4,892 +10	+0.2%	+$641	0.11%	56
2024 Q3	$304K	Sell	4,882 -316	-6%	-$19.1K	0.11%	48
2024 Q2	$304K	Buy	5,198 +6	+0.1%	+$352	0.12%	48
2024 Q1	$315K	Buy	5,192 +7	+0.1%	+$396	0.16%	36
2023 Q4	$287K	Buy	5,185 +20	+0.4%	+$1.01K	0.15%	37
2023 Q3	$258K	Sell	5,165 -2,000	-28%	-$105K	0.17%	35
2023 Q2	$375K	Buy	7,165 +5	+0.1%	+$248	0.24%	29
2023 Q1	$358K	Buy	7,160 +10	+0.1%	+$509	0.25%	27
2022 Q4	$346K	Buy	7,150 +10	+0.1%	+$483	0.28%	29
2022 Q3	$313K	Buy	7,140 +2,510	+54%	+$121K	0.31%	18
2022 Q2	$209K	Buy	+4,630	New	+$229K	0.19%	20

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

Custos Family Office's IJH Position: Q3 2025 in Review

Custos Family Office sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 4,585 shares — an estimated $284K sold.

Custos Family Office first reported a position in IJH in Q2 2022 and held it in 13 quarters. The position peaked at $375K in Q2 2023. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Custos Family Office reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Custos Family Office sold 4,585 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $284K.
Custos Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and held it in 13 quarters.
Custos Family Office's iShares Core S&P Mid-Cap ETF position peaked at $375K in Q2 2023.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Custos Family Office's 13F filing for Q3 2025, filed 16 Oct 2025.