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

Ehrlich 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 Q3	–	Sell	-3,334	Closed	-$207K	–	114
2025 Q2	$207K	Sell	3,334 -125	-4%	-$7.34K	0.13%	107
2025 Q1	$202K	Sell	3,459 -180	-5%	-$11.2K	0.15%	100
2024 Q4	$227K	Sell	3,639 -1,099	-23%	-$70.5K	0.16%	97
2024 Q3	$295K	Sell	4,738 -472	-9%	-$28.5K	0.21%	77
2024 Q2	$305K	Sell	5,210 -6,841	-57%	-$402K	0.24%	73
2024 Q1	$732K	Sell	12,051 -16,474	-58%	-$933K	0.62%	34
2023 Q4	$1.58M	Buy	+28,525	New	+$1.45M	1.59%	23

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ehrlich Financial Group's IJH Position: Q3 2025 in Review

Ehrlich Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 3,334 shares — an estimated $207K sold.

Ehrlich Financial Group first reported a position in IJH in Q4 2023 and held it in 7 quarters. The position peaked at $1.58M in Q4 2023. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Ehrlich Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Ehrlich Financial Group sold 3,334 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $207K.
Ehrlich Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 7 quarters.
Ehrlich Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $1.58M in Q4 2023.
2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Ehrlich Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.