Forte Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Forte Capital’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	$327K	Sell	5,270 -250	-5%	-$14.7K	0.04%	209
2025 Q1	$322K	Buy	5,520 +191	+4%	+$11.9K	0.04%	202
2024 Q4	$332K	Buy	5,329 +104	+2%	+$6.67K	0.04%	193
2024 Q3	$326K	Sell	5,225 -660	-11%	-$39.8K	0.04%	198
2024 Q2	$344K	Buy	5,885 +1,530	+35%	+$89.9K	0.04%	181
2024 Q1	$265K	Hold	4,355	–	–	0.03%	207
2023 Q4	$241K	Hold	4,355	–	–	0.03%	212
2023 Q3	$217K	Buy	+4,355	New	+$228K	0.03%	202

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Forte Capital's IJH Position: Q2 2025 in Review

Forte Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.5% in Q2 2025, selling an estimated $14.7K and leaving 5,270 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #209.

Forte Capital first reported a position in IJH in Q3 2023 and has held it in 8 quarters since. The position peaked at $344K in Q2 2024. 2,439 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Forte Capital held 5,270 shares of iShares Core S&P Mid-Cap ETF worth $327K as of Q2 2025.
Forte Capital sold 250 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $14.7K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Forte Capital's portfolio in Q2 2025, its #209 holding.
Forte Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 8 quarters since.
Forte Capital's iShares Core S&P Mid-Cap ETF position peaked at $344K in Q2 2024.
2,439 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.