FWG Holdings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

FWG Holdings’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	–	Sell	-8,369	Closed	-$526K	–	113
2025 Q2	$526K	Buy	8,369 +298	+4%	+$17.5K	0.25%	73
2025 Q1	$461K	Sell	8,071 -695	-8%	-$43.2K	0.23%	75
2024 Q4	$560K	Hold	8,766	–	–	0.27%	57
2024 Q3	$550K	Sell	8,766 -236	-3%	-$14.2K	0.27%	55
2024 Q2	$550K	Sell	9,002 -118	-1%	-$6.93K	0.28%	52
2024 Q1	$546K	Sell	9,120 -270	-3%	-$15.3K	0.29%	50
2023 Q4	$514K	Sell	9,390 -8,005	-46%	-$406K	0.31%	50
2023 Q3	$842K	Sell	17,395 -4,790	-22%	-$251K	0.56%	31
2023 Q2	$1.2M	Buy	22,185 +1,440	+7%	+$71.6K	0.76%	24
2023 Q1	$1.04M	Sell	20,745 -38,625	-65%	-$1.97M	0.75%	26
2022 Q4	$2.87M	Sell	59,370 -68,195	-53%	-$3.29M	2.01%	12
2022 Q3	$5.59M	Buy	127,565 +115,645	+970%	+$5.59M	4.2%	6
2022 Q2	$539K	Sell	11,920 -96,875	-89%	-$4.78M	0.46%	39
2022 Q1	$5.84M	Sell	108,795 -41,055	-27%	-$2.19M	4.51%	7
2021 Q4	$8.13M	Buy	149,850 +6,150	+4%	+$342K	6.05%	5
2021 Q3	$7.56M	Buy	143,700 +10,925	+8%	+$588K	6.54%	5
2021 Q2	$7.14M	Buy	+132,775	New	+$7.17M	6.37%	5

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

FWG Holdings's IJH Position: Q3 2025 in Review

FWG Holdings sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 8,369 shares — an estimated $526K sold.

FWG Holdings first reported a position in IJH in Q2 2021 and held it in 17 quarters. The position peaked at $8.13M in Q4 2021. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

FWG Holdings reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
FWG Holdings sold 8,369 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $526K.
FWG Holdings first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and held it in 17 quarters.
FWG Holdings's iShares Core S&P Mid-Cap ETF position peaked at $8.13M in Q4 2021.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on FWG Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.