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

FSC Wealth 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 Q4	–	Sell	-40,044	Closed	-$2.61M	–	49
2025 Q3	$2.61M	Buy	40,044 +6,012	+18%	+$386K	1.51%	21
2025 Q2	$2.11M	Buy	34,032 +1,985	+6%	+$117K	1.33%	23
2025 Q1	$1.87M	Buy	32,047 +5,500	+21%	+$342K	1.23%	21
2024 Q4	$1.65M	Buy	26,547 +5,338	+25%	+$342K	1.06%	22
2024 Q3	$1.32M	Buy	21,209 +2,948	+16%	+$178K	0.95%	24
2024 Q2	$1.07M	Buy	18,261 +6,191	+51%	+$364K	0.79%	21
2024 Q1	$733K	Buy	12,070 +3,850	+47%	+$218K	0.52%	24
2023 Q4	$456K	Buy	8,220 +1,410	+21%	+$71.5K	0.33%	36
2023 Q3	$340K	Buy	6,810 +430	+7%	+$22.5K	0.35%	22
2023 Q2	$334K	Buy	6,380 +1,510	+31%	+$75K	0.3%	22
2023 Q1	$244K	Sell	4,870 -425	-8%	-$21.7K	0.39%	16
2022 Q4	$256K	Sell	5,295 -35	-0.7%	-$1.69K	0.44%	17
2022 Q3	$234K	Buy	5,330 +1,300	+32%	+$62.9K	2.25%	12
2022 Q2	$182K	Buy	4,030 +140	+4%	+$6.91K	1.61%	13
2022 Q1	$209K	Buy	3,890 +65	+2%	+$3.46K	0.2%	23
2021 Q4	$216K	Buy	+3,825	New	+$213K	0.15%	34

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

FSC Wealth Advisors's IJH Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 40,044 shares — an estimated $2.61M sold.

FSC Wealth Advisors first reported a position in IJH in Q4 2021 and held it in 16 quarters. The position peaked at $2.61M in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

FSC Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 40,044 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $2.61M.
FSC Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 16 quarters.
FSC Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.61M in Q3 2025.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.