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

Financial Counselors Inc’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	-509,064	Closed	-$29.7M	–	254
2025 Q1	$29.7M	Sell	509,064 -5,264	-1%	-$327K	0.45%	58
2024 Q4	$32M	Sell	514,328 -41,834	-8%	-$2.68M	0.47%	56
2024 Q3	$34.7M	Buy	556,162 +183,128	+49%	+$11M	0.51%	55
2024 Q2	$21.8M	Buy	373,034 +34,073	+10%	+$2M	0.35%	76
2024 Q1	$20.6M	Sell	338,961 -10,479	-3%	-$593K	0.35%	77
2023 Q4	$19.4M	Sell	349,440 -3,770	-1%	-$191K	0.35%	80
2023 Q3	$17.6M	Buy	353,210 +850	+0.2%	+$44.5K	0.35%	77
2023 Q2	$18.4M	Buy	352,360 +5,780	+2%	+$287K	0.37%	77
2023 Q1	$17.3M	Sell	346,580 -21,635	-6%	-$1.1M	0.37%	78
2022 Q4	$17.8M	Buy	368,215 +12,315	+3%	+$595K	0.4%	73
2022 Q3	$15.6M	Buy	355,900 +27,530	+8%	+$1.33M	0.38%	82
2022 Q2	$14.9M	Buy	328,370 +51,680	+19%	+$2.55M	0.35%	89
2022 Q1	$14.8M	Buy	276,690 +56,025	+25%	+$2.98M	0.31%	96
2021 Q4	$12.5M	Sell	220,665 -152,045	-41%	-$8.46M	0.26%	113
2021 Q3	$19.6M	Buy	372,710 +47,215	+15%	+$2.54M	0.42%	73
2021 Q2	$17.5M	Sell	325,495 -3,275	-1%	-$177K	0.38%	78
2021 Q1	$17.1M	Sell	328,770 -11,315	-3%	-$565K	0.4%	75
2020 Q4	$15.6M	Sell	340,085 -33,585	-9%	-$1.42M	0.39%	75
2020 Q3	$13.8M	Sell	373,670 -81,190	-18%	-$3.04M	0.41%	70
2020 Q2	$16.2M	Buy	454,860 +384,590	+547%	+$12.8M	0.52%	55
2020 Q1	$2.02M	Buy	70,270 +8,465	+14%	+$315K	0.09%	189
2019 Q4	$2.54M	Sell	61,805 -525	-0.8%	-$20.8K	0.09%	199
2019 Q3	$2.41M	Buy	62,330 +4,140	+7%	+$159K	0.09%	200
2019 Q2	$2.26M	Buy	58,190 +2,735	+5%	+$105K	0.09%	202
2019 Q1	$2.1M	Buy	55,455 +1,535	+3%	+$56.7K	0.09%	201
2018 Q4	$1.79M	Buy	53,920 +5,390	+11%	+$197K	0.09%	209
2018 Q3	$1.95M	Buy	48,530 +2,655	+6%	+$107K	0.09%	215
2018 Q2	$1.79M	Buy	45,875 +6,650	+17%	+$257K	0.08%	218
2018 Q1	$1.47M	Sell	39,225 -40,385	-51%	-$1.54M	0.07%	236
2017 Q4	$3.02M	Buy	79,610 +2,400	+3%	+$88.8K	0.14%	169
2017 Q3	$2.76M	Buy	77,210 +3,050	+4%	+$106K	0.13%	177
2017 Q2	$2.58M	Buy	74,160 +1,025	+1%	+$35.4K	0.13%	185
2017 Q1	$2.5M	Buy	73,135 +41,870	+134%	+$1.42M	0.13%	183
2016 Q4	$1.03M	Buy	+31,265	New	+$991K	0.06%	273
2016 Q2	$901K	Sell	30,145 -6,560	-18%	-$192K	0.05%	264
2016 Q1	$1.06M	Sell	36,705 -6,645	-15%	-$178K	0.07%	249
2015 Q4	$1.21M	Buy	43,350 +21,310	+97%	+$609K	0.08%	238
2015 Q3	$602K	Sell	22,040 -775	-3%	-$22.5K	0.04%	288
2015 Q2	$684K	Sell	22,815 -2,310	-9%	-$70.5K	0.04%	290
2015 Q1	$764K	Sell	25,125 -5,300	-17%	-$157K	0.05%	289
2014 Q4	$881K	Sell	30,425 -1,175	-4%	-$33K	0.06%	272
2014 Q3	$864K	Sell	31,600 -965	-3%	-$27.2K	0.06%	276
2014 Q2	$932K	Sell	32,565 -12,425	-28%	-$341K	0.06%	268
2014 Q1	$1.24M	Sell	44,990 -2,505	-5%	-$67.4K	0.09%	237
2013 Q4	$1.27M	Buy	47,495 +3,725	+9%	+$96.2K	0.1%	207
2013 Q3	$1.09M	Buy	43,770 +100	+0.2%	+$2.44K	0.09%	215
2013 Q2	$1.01M	Buy	+43,670	New	+$1.01M	0.08%	213

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Counselors Inc's IJH Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 509,064 shares — an estimated $29.7M sold.

Financial Counselors Inc first reported a position in IJH in Q2 2013 and held it in 47 quarters. The position peaked at $34.7M in Q3 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Financial Counselors Inc reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 509,064 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $29.7M.
Financial Counselors Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's iShares Core S&P Mid-Cap ETF position peaked at $34.7M in Q3 2024.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.