Financial Advocates Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Financial Advocates Investment Management’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	-202,409	Closed	-$12.6M	–	313
2025 Q2	$12.6M	Sell	202,409 -73,247	-27%	-$4.3M	1.02%	22
2025 Q1	$16.1M	Sell	275,656 -123,548	-31%	-$7.67M	1.13%	15
2024 Q4	$24.9M	Buy	399,204 +10,704	+3%	+$687K	1.42%	8
2024 Q3	$24.3M	Buy	388,500 +35,743	+10%	+$2.16M	1.37%	9
2024 Q2	$20.6M	Buy	352,757 +6,014	+2%	+$353K	1.28%	10
2024 Q1	$21.1M	Buy	346,743 +4,663	+1%	+$264K	1.22%	10
2023 Q4	$18.9M	Sell	342,080 -40,705	-11%	-$2.06M	1.24%	11
2023 Q3	$17M	Buy	382,785 +72,830	+23%	+$3.82M	1.22%	12
2023 Q2	$16.2M	Buy	309,955 +24,120	+8%	+$1.2M	1.16%	12
2023 Q1	$14.3M	Buy	285,835 +18,985	+7%	+$967K	1.03%	15
2022 Q4	$12.9M	Buy	266,850 +38,895	+17%	+$1.88M	0.96%	13
2022 Q3	$9.97M	Buy	227,955 +69,165	+44%	+$3.34M	0.82%	18
2022 Q2	$7.18M	Sell	158,790 -8,680	-5%	-$428K	0.58%	30
2022 Q1	$8.99M	Buy	167,470 +7,005	+4%	+$373K	0.59%	32
2021 Q4	$9.09M	Buy	160,465 +15,990	+11%	+$890K	0.57%	27
2021 Q3	$7.6M	Buy	144,475 +7,145	+5%	+$384K	0.51%	34
2021 Q2	$7.38M	Buy	137,330 +9,760	+8%	+$527K	0.49%	37
2021 Q1	$6.58M	Sell	127,570 -2,185	-2%	-$109K	0.47%	40
2020 Q4	$5.96M	Sell	129,755 -1,285	-1%	-$54.1K	0.41%	51
2020 Q3	$4.86M	Buy	131,040 +48,765	+59%	+$1.82M	0.41%	52
2020 Q2	$2.86M	Sell	82,275 -2,000	-2%	-$66.4K	0.27%	92
2020 Q1	$2.42M	Sell	84,275 -20,800	-20%	-$773K	0.35%	74
2019 Q4	$4.33M	Buy	105,075 +7,885	+8%	+$312K	0.46%	50
2019 Q3	$3.76M	Buy	97,190 +10,035	+12%	+$386K	0.43%	56
2019 Q2	$3.39M	Sell	87,155 -6,655	-7%	-$255K	0.39%	61
2019 Q1	$3.55M	Sell	93,810 -36,055	-28%	-$1.33M	0.44%	59
2018 Q4	$4.31M	Sell	129,865 -92,705	-42%	-$3.38M	0.59%	45
2018 Q3	$8.96M	Sell	222,570 -32,950	-13%	-$1.32M	1%	18
2018 Q2	$9.96M	Buy	255,520 +8,805	+4%	+$340K	1.21%	16
2018 Q1	$9.26M	Buy	246,715 +17,690	+8%	+$677K	1.2%	15
2017 Q4	$8.69M	Buy	+229,025	New	+$8.47M	1.19%	15

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 $609B AUM 40.19% 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 $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Advocates Investment Management's IJH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 202,409 shares — an estimated $12.6M sold.

Financial Advocates Investment Management first reported a position in IJH in Q4 2017 and held it in 31 quarters. The position peaked at $24.9M in Q4 2024. 2,448 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Financial Advocates Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 202,409 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $12.6M.
Financial Advocates Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $24.9M in Q4 2024.
2,448 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.