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

Fairfield Financial 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 Q1	–	Sell	-988	Closed	-$61.6K	–	124
2024 Q4	$61.6K	Buy	988 +2	+0.2%	+$128	0.02%	105
2024 Q3	$61.5K	Buy	986 +1	+0.1%	+$60	0.02%	116
2024 Q2	$57.6K	Buy	+985	New	+$57.9K	0.02%	117
2023 Q4	$54.5K	Buy	985 +5	+0.5%	+$254	0.02%	130
2023 Q3	$48.8K	Hold	980	–	–	0.02%	138
2023 Q2	$51.2K	Hold	980	–	–	0.02%	130
2023 Q1	$48.1K	Sell	980 -445	-31%	-$22.7K	0.02%	150
2022 Q4	$69K	Hold	1,425	–	–	0.03%	109
2022 Q3	$62.4K	Buy	1,425 +340	+31%	+$16.4K	0.03%	104
2022 Q2	$49K	Buy	1,085 +5	+0.5%	+$247	0.02%	114
2022 Q1	$58K	Buy	+1,080	New	+$57.5K	0.02%	116

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fairfield Financial Advisors's IJH Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 988 shares — an estimated $61.6K sold.

Fairfield Financial Advisors first reported a position in IJH in Q1 2022 and held it in 11 quarters. The position peaked at $69K in Q4 2022. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Fairfield Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 988 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $61.6K.
Fairfield Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $69K in Q4 2022.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.