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ERTS Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

ERTS Wealth Advisors’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 		– Sell
-14,921
Closed -$871K – 55
2025
Q1 		$871K Buy
14,921
+284
+2% +$17.6K 0.17% 34
2024
Q4 		$912K Sell
14,637
-5,208
-26% -$334K 0.17% 35
2024
Q3 		$1.24M Sell
19,845
-3,723
-16% -$225K 0.23% 29
2024
Q2 		$1.38M Sell
23,568
-1,419
-6% -$83.4K 0.28% 26
2024
Q1 		$1.52M Sell
24,987
-2,593
-9% -$147K 0.31% 23
2023
Q4 		$1.53M Sell
27,580
-1,205
-4% -$61.1K 0.33% 20
2023
Q3 		$1.44M Sell
28,785
-1,000
-3% -$52.4K 0.35% 20
2023
Q2 		$1.56M Buy
29,785
+1,295
+5% +$64.4K 0.36% 21
2023
Q1 		$1.43M Buy
28,490
+5,400
+23% +$275K 0.35% 23
2022
Q4 		$1.12M Sell
23,090
-255
-1% -$12.3K 0.29% 35
2022
Q3 		$1.02M Buy
23,345
+825
+4% +$39.9K 0.29% 31
2022
Q2 		$1.02M Buy
22,520
+400
+2% +$19.7K 0.29% 33
2022
Q1 		$1.19M Buy
22,120
+100
+0.5% +$5.32K 0.33% 26
2021
Q4 		$1.25M Sell
22,020
-545
-2% -$30.3K 0.3% 27
2021
Q3 		$1.19M Buy
22,565
+5
+0% +$269 0.31% 26
2021
Q2 		$1.21M Sell
22,560
-9,690
-30% -$523K 0.33% 25
2021
Q1 		$1.68M Buy
32,250
+1,565
+5% +$78.2K 0.5% 22
2020
Q4 		$1.41M Buy
30,685
+3,470
+13% +$146K 0.46% 26
2020
Q3 		$1.01M Sell
27,215
-3,680
-12% -$138K 0.38% 26
2020
Q2 		$1.1M Buy
30,895
+80
+0.3% +$2.66K 0.44% 26
2020
Q1 		$887K Buy
30,815
+25,230
+452% +$938K 0.43% 31
2019
Q4 		$230K Hold
5,585
– – 0.1% 76
2019
Q3 		$216K Sell
5,585
-255
-4% -$9.8K 0.11% 75
2019
Q2 		$227K Sell
5,840
-390
-6% -$14.9K 0.13% 74
2019
Q1 		$236K Sell
6,230
-36,720
-85% -$1.36M 0.14% 73
2018
Q4 		$1.43M Buy
+42,950
New +$1.57M 1.02% 16

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ERTS Wealth Advisors's IJH Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 14,921 shares — an estimated $871K sold.

ERTS Wealth Advisors first reported a position in IJH in Q4 2018 and held it in 26 quarters. The position peaked at $1.68M in Q1 2021. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 14,921 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $871K.
  • ERTS Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.68M in Q1 2021.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.