Delta Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Delta Financial Group’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	$612K	Buy	10,151 +395	+4%	+$24.5K	0.14%	117
2024 Q4	$608K	Buy	+9,756	New	+$626K	0.14%	110
2024 Q2	–	Sell	-6,439	Closed	-$391K	–	164
2024 Q1	$391K	Buy	6,439 +59	+0.9%	+$3.34K	0.12%	144
2023 Q4	$354K	Buy	6,380 +100	+2%	+$5.07K	0.11%	138
2023 Q3	$313K	Buy	+6,280	New	+$329K	0.11%	139
2023 Q2	–	Sell	-6,325	Closed	-$317K	–	136
2023 Q1	$317K	Buy	6,325 +1,300	+26%	+$66.2K	0.12%	121
2022 Q4	$243K	Buy	+5,025	New	+$243K	0.11%	140

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

Delta Financial Group's IJH Position: Q1 2025 in Review

Delta Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q1 2025, buying an estimated $24.5K and bringing the position to 10,151 shares worth $612K. The position accounts for 0.14% of the portfolio, ranked #117.

Delta Financial Group first reported a position in IJH in Q4 2022 and has held it in 7 quarters since. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Delta Financial Group held 10,151 shares of iShares Core S&P Mid-Cap ETF worth $612K as of Q1 2025.
Delta Financial Group bought 395 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $24.5K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Delta Financial Group's portfolio in Q1 2025, its #117 holding.
Delta Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 7 quarters since.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.