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

FSA Wealth 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	$689K	Sell	1,029 -14	-1%	-$900	0.25%	25
2025 Q2	$648K	Buy	1,043 +1	+0.1%	+$59	0.25%	23
2025 Q1	$586K	Buy	1,042 +37	+4%	+$2.3K	0.25%	24
2024 Q4	$62.6K	Buy	1,005 +80	+9%	+$5.13K	0.03%	129
2024 Q3	$57.6K	Buy	+925	New	+$55.8K	0.02%	144
2024 Q1	$56.2K	Hold	925	–	–	0.02%	138
2023 Q4	$51K	Buy	+925	New	+$46.9K	0.02%	138
2021 Q1	–	Sell	-700	Closed	-$32K	–	135
2020 Q4	$32K	Buy	+700	New	+$29.5K	0.02%	161
2020 Q3	–	Sell	-700	Closed	-$25K	–	191
2020 Q2	$25K	Buy	700 +450	+180%	+$14.9K	0.02%	174
2020 Q1	$7K	Hold	250	–	–	0.01%	280
2019 Q4	$10K	Buy	+250	New	+$9.91K	0.01%	306

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

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

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

FSA Wealth Management's IJH Position: Q3 2025 in Review

FSA Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q3 2025, selling an estimated $900 and leaving 1,029 shares worth $689K. The position accounts for 0.25% of the portfolio, ranked #25.

FSA Wealth Management first reported a position in IJH in Q4 2019 and has held it in 11 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

FSA Wealth Management held 1,029 shares of iShares Core S&P Mid-Cap ETF worth $689K as of Q3 2025.
FSA Wealth Management sold 14 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $900.
iShares Core S&P Mid-Cap ETF made up 0.25% of FSA Wealth Management's portfolio in Q3 2025, its #25 holding.
FSA Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 11 quarters since.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.