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

Ellerson 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	-31,447	Closed	-$1.95M	–	61
2025 Q2	$1.95M	Sell	31,447 -32,965	-51%	-$1.94M	1.37%	27
2025 Q1	$3.76M	Sell	64,412 -13,725	-18%	-$852K	2.99%	10
2024 Q4	$4.87M	Buy	78,137 +38	+0%	+$2.44K	3.55%	8
2024 Q3	$4.87M	Sell	78,099 -251	-0.3%	-$15.1K	3.82%	6
2024 Q2	$4.59M	Sell	78,350 -1,185	-1%	-$69.6K	3.49%	8
2024 Q1	$4.83M	Sell	79,535 -230	-0.3%	-$13K	3.69%	6
2023 Q4	$4.42M	Sell	79,765 -1,190	-1%	-$60.4K	3.84%	6
2023 Q3	$4.04M	Sell	80,955 -3,130	-4%	-$164K	3.76%	8
2023 Q2	$4.4M	Buy	+84,085	New	+$4.18M	4.19%	7
2023 Q1	–	Sell	-86,315	Closed	-$4.18M	–	43
2022 Q4	$4.18M	Buy	+86,315	New	+$4.17M	4.42%	6

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

Ellerson Group's IJH Position: Q3 2025 in Review

Ellerson Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 31,447 shares — an estimated $1.95M sold.

Ellerson Group first reported a position in IJH in Q4 2022 and held it in 10 quarters. The position peaked at $4.87M in Q4 2024. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Ellerson Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Ellerson Group sold 31,447 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $1.95M.
Ellerson Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 10 quarters.
Ellerson Group's iShares Core S&P Mid-Cap ETF position peaked at $4.87M in Q4 2024.
2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Ellerson Group's 13F filing for Q3 2025, filed 10 Nov 2025.