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

Elios 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
Q2 		$461K Buy
7,433
+976
+15% +$57.3K 0.21% 88
2025
Q1 		$377K Sell
6,457
-106
-2% -$6.58K 0.19% 88
2024
Q4 		$409K Buy
6,563
+12
+0.2% +$770 0.19% 86
2024
Q3 		$408K Buy
+6,551
New +$395K 0.19% 86

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elios Financial Group's IJH Position: Q2 2025 in Review

Elios Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q2 2025, buying an estimated $57.3K and bringing the position to 7,433 shares worth $461K. The position accounts for 0.21% of the portfolio, ranked #88.

Elios Financial Group first reported a position in IJH in Q3 2024 and has held it in 4 quarters since. 2,439 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Elios Financial Group held 7,433 shares of iShares Core S&P Mid-Cap ETF worth $461K as of Q2 2025.
  • Elios Financial Group bought 976 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $57.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.21% of Elios Financial Group's portfolio in Q2 2025, its #88 holding.
  • Elios Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • 2,439 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.