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

Disciplina Capital 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	–	Sell	-2,500	Closed	-$155K	–	63
2025 Q2	$155K	Hold	2,500	–	–	0.02%	25
2025 Q1	$146K	Hold	2,500	–	–	0.02%	24
2024 Q4	$156K	Sell	2,500 -215	-8%	-$13.8K	0.03%	23
2024 Q3	$169K	Sell	2,715 -36,546	-93%	-$2.2M	0.03%	23
2024 Q2	$21.5M	Buy	39,261 +36,546	+1,346%	+$2.15M	3.56%	7
2024 Q1	$165K	Hold	2,715	–	–	0.03%	26
2023 Q4	$150K	Hold	2,715	–	–	0.03%	24
2023 Q3	$135K	Buy	2,715 +525	+24%	+$27.5K	0.03%	25
2023 Q2	$115K	Hold	2,190	–	–	0.02%	29
2023 Q1	$110K	Sell	2,190 -500	-19%	-$25.5K	0.03%	24
2022 Q4	$130K	Sell	2,690 -410	-13%	-$19.8K	0.03%	24
2022 Q3	$136K	Hold	3,100	–	–	0.03%	21
2022 Q2	$140K	Buy	3,100 +175	+6%	+$8.64K	0.03%	21
2022 Q1	$157K	Hold	2,925	–	–	0.03%	20
2021 Q4	$166K	Buy	2,925 +950	+48%	+$52.9K	0.03%	20
2021 Q3	$104K	Sell	1,975 -150	-7%	-$8.07K	0.02%	22
2021 Q2	$114K	Hold	2,125	–	–	0.03%	21
2021 Q1	$111K	Buy	2,125 +475	+29%	+$23.7K	0.02%	21
2020 Q4	$75.8K	Sell	1,650 -2,500	-60%	-$105K	0.04%	17
2020 Q3	$154K	Hold	4,150	–	–	0.1%	14
2020 Q2	$148K	Hold	4,150	–	–	0.1%	14
2020 Q1	$119K	Buy	4,150 +1,100	+36%	+$40.9K	0.09%	14
2019 Q4	$126K	Hold	3,050	–	–	0.07%	16
2019 Q3	$118K	Hold	3,050	–	–	0.07%	16
2019 Q2	$118K	Hold	3,050	–	–	0.07%	16
2019 Q1	$116K	Sell	3,050 -727,700	-100%	-$26.9M	0.07%	18
2018 Q4	$24.3M	Buy	+730,750	New	+$26.7M	17.74%	2

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

Disciplina Capital Management's IJH Position: Q3 2025 in Review

Disciplina Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 2,500 shares — an estimated $155K sold.

Disciplina Capital Management first reported a position in IJH in Q4 2018 and held it in 27 quarters. The position peaked at $24.3M in Q4 2018. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Disciplina Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Disciplina Capital Management sold 2,500 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $155K.
Disciplina Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 27 quarters.
Disciplina Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $24.3M in Q4 2018.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Disciplina Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.