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Deane Retirement Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Deane Retirement Strategies’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
Q4 		– Sell
-52,121
Closed -$3.4M – 76
2025
Q3 		$3.4M Buy
+52,121
New +$3.35M 1.46% 32

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deane Retirement Strategies's IJH Position: Q4 2025 in Review

Deane Retirement Strategies sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 52,121 shares — an estimated $3.4M sold.

Deane Retirement Strategies first reported a position in IJH in Q3 2025 and held it in 1 quarter. The position peaked at $3.4M in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Deane Retirement Strategies reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Deane Retirement Strategies sold 52,121 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $3.4M.
  • Deane Retirement Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Deane Retirement Strategies's iShares Core S&P Mid-Cap ETF position peaked at $3.4M in Q3 2025.
  • 2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Deane Retirement Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.