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

Garde 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 Q4	–	Sell	-7,002	Closed	-$457K	–	227
2025 Q3	$457K	Buy	7,002 +3,522	+101%	+$226K	0.02%	170
2025 Q2	$216K	Sell	3,480 -125	-3%	-$7.34K	0.01%	218
2025 Q1	$210K	Hold	3,605	–	–	0.01%	217
2024 Q4	$225K	Hold	3,605	–	–	0.01%	203
2024 Q3	$225K	Sell	3,605 -500	-12%	-$30.2K	0.01%	196
2024 Q2	$240K	Sell	4,105 -1,865	-31%	-$110K	0.02%	188
2024 Q1	$362K	Hold	5,970	–	–	0.03%	156
2023 Q4	$331K	Hold	5,970	–	–	0.03%	157
2023 Q3	$298K	Buy	+5,970	New	+$313K	0.03%	163
2019 Q4	–	Sell	-5,220	Closed	-$202K	–	136
2019 Q3	$202K	Buy	+5,220	New	+$201K	0.03%	137
2019 Q1	–	Sell	-113,950	Closed	-$3.78M	–	154
2018 Q4	$3.78M	Buy	113,950 +1,505	+1%	+$54.9K	0.67%	28
2018 Q3	$4.18M	Hold	112,445	–	–	0.7%	27
2018 Q2	$4.38M	Hold	112,445	–	–	0.76%	24
2018 Q1	$4.22M	Sell	112,445 -740	-0.7%	-$28.3K	0.77%	25
2017 Q4	$4.3M	Sell	113,185 -60	-0.1%	-$2.22K	0.81%	25
2017 Q3	$4.05M	Buy	+113,245	New	+$3.94M	0.8%	24
2017 Q1	–	Sell	-8,750	Closed	-$289K	–	112
2016 Q4	$289K	Sell	8,750 -102,595	-92%	-$3.25M	0.08%	88
2016 Q3	$3.04M	Buy	+111,345	New	+$3.44M	0.97%	25
2015 Q4	–	Sell	-111,345	Closed	-$3.04M	–	127
2015 Q3	$3.04M	Buy	111,345 +55	+0%	+$1.6K	0.97%	25
2015 Q2	$3.34M	Buy	111,290 +625	+0.6%	+$19.1K	1%	25
2015 Q1	$3.36M	Hold	110,665	–	–	1.02%	24
2014 Q4	$3.21M	Buy	+110,665	New	+$3.11M	0.98%	25

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

Garde Capital's IJH Position: Q4 2025 in Review

Garde Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 7,002 shares — an estimated $457K sold.

Garde Capital first reported a position in IJH in Q4 2014 and held it in 22 quarters. The position peaked at $4.38M in Q2 2018. 2,645 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Garde Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Garde Capital sold 7,002 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $457K.
Garde Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and held it in 22 quarters.
Garde Capital's iShares Core S&P Mid-Cap ETF position peaked at $4.38M in Q2 2018.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Garde Capital's 13F filing for Q4 2025, filed 10 Feb 2026.