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Goldstone Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Goldstone Financial Group’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
-3,448
Closed -$225K – 222
2025
Q3 		$225K Buy
+3,448
New +$222K 0.03% 206

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldstone Financial Group's IJH Position: Q4 2025 in Review

Goldstone Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 3,448 shares — an estimated $225K sold.

Goldstone Financial Group first reported a position in IJH in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Goldstone Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 3,448 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $225K.
  • Goldstone Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Goldstone Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $225K 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 Goldstone Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.