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

Full Sail 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
Q3 		$83.7M Buy
1,282,890
+6,621
+0.5% +$425K 4.62% 2
2025
Q2 		$79.2M Sell
1,276,269
-6,831
-0.5% -$401K 4.57% 2
2025
Q1 		$74.9M Sell
1,283,100
-12,707
-1% -$789K 4.84% 2
2024
Q4 		$80.7M Buy
1,295,807
+2,538
+0.2% +$163K 5.14% 2
2024
Q3 		$80.6M Sell
1,293,269
-5,173
-0.4% -$312K 5.17% 2
2024
Q2 		$76M Buy
1,298,442
+69,497
+6% +$4.08M 5.11% 2
2024
Q1 		$74.6M Buy
1,228,945
+53,230
+5% +$3.01M 5.2% 2
2023
Q4 		$65.2M Buy
1,175,715
+57,925
+5% +$2.94M 4.95% 2
2023
Q3 		$55.7M Buy
1,117,790
+30,085
+3% +$1.58M 4.84% 3
2023
Q2 		$56.9M Buy
1,087,705
+51,365
+5% +$2.55M 4.85% 3
2023
Q1 		$51.9M Buy
1,036,340
+58,435
+6% +$2.98M 4.69% 2
2022
Q4 		$47.3M Buy
977,905
+174,750
+22% +$8.44M 4.49% 2
2022
Q3 		$35.2M Buy
803,155
+126,710
+19% +$6.13M 3.64% 4
2022
Q2 		$30.6M Buy
676,445
+15,975
+2% +$789K 2.96% 8
2022
Q1 		$35.4M Sell
660,470
-83,865
-11% -$4.47M 2.96% 10
2021
Q4 		$38.5M Buy
744,335
+27,970
+4% +$1.56M 3.38% 6
2021
Q3 		$37.7M Buy
716,365
+105,660
+17% +$5.68M 3.29% 7
2021
Q2 		$32.8M Buy
610,705
+75,265
+14% +$4.06M 2.98% 9
2021
Q1 		$28.5M Buy
535,440
+33,525
+7% +$1.67M 2.84% 8
2020
Q4 		$24.3M Buy
501,915
+18,855
+4% +$794K 2.63% 12
2020
Q3 		$19.6M Buy
483,060
+56,875
+13% +$2.13M 2.46% 14
2020
Q2 		$16.6M Buy
426,185
+83,680
+24% +$2.78M 2.36% 15
2020
Q1 		$11.5M Sell
342,505
-58,880
-15% -$2.19M 2.04% 20
2019
Q4 		$16.8M Buy
401,385
+51,760
+15% +$2.05M 3.52% 7
2019
Q3 		$13.9M Buy
349,625
+16,070
+5% +$618K 3.31% 8
2019
Q2 		$12.7M Buy
333,555
+77,955
+30% +$2.99M 3.6% 9
2019
Q1 		$9.68M Buy
255,600
+112,825
+79% +$4.17M 3.09% 11
2018
Q4 		$4.74M Buy
+142,775
New +$5.21M 2.3% 15

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Full Sail Capital's IJH Position: Q3 2025 in Review

Full Sail Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.52% in Q3 2025, buying an estimated $425K and bringing the position to 1,282,890 shares worth $83.7M. The position accounts for 4.62% of the portfolio, ranked #2.

Full Sail Capital first reported a position in IJH in Q4 2018 and has held it in 28 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Full Sail Capital held 1,282,890 shares of iShares Core S&P Mid-Cap ETF worth $83.7M as of Q3 2025.
  • Full Sail Capital bought 6,621 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $425K.
  • iShares Core S&P Mid-Cap ETF made up 4.62% of Full Sail Capital's portfolio in Q3 2025, its #2 holding.
  • Full Sail Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.