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

Hemington Wealth Management’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	$566K	Hold	8,673	–	–	0.07%	77
2025 Q2	$537K	Buy	8,673 +8	+0.1%	+$470	0.08%	74
2025 Q1	$505K	Sell	8,665 -338	-4%	-$21K	0.08%	75
2024 Q4	$560K	Buy	9,003 +321	+4%	+$20.6K	0.14%	66
2024 Q3	$537K	Buy	8,682 +2,827	+48%	+$170K	0.14%	67
2024 Q2	$342K	Sell	5,855 -2,175	-27%	-$128K	0.12%	88
2024 Q1	$488K	Hold	8,030	–	–	0.18%	69
2023 Q4	$445K	Sell	8,030 -240	-3%	-$12.2K	0.17%	70
2023 Q3	$412K	Buy	8,270 +1,865	+29%	+$97.7K	0.2%	63
2023 Q2	$334K	Hold	6,405	–	–	0.14%	73
2023 Q1	$320K	Sell	6,405 -140	-2%	-$7.13K	0.13%	79
2022 Q4	$316K	Sell	6,545 -4,635	-41%	-$224K	0.14%	74
2022 Q3	$490K	Sell	11,180 -2,570	-19%	-$124K	0.21%	50
2022 Q2	$622K	Sell	13,750 -5,525	-29%	-$273K	0.25%	47
2022 Q1	$1.03M	Buy	19,275 +155	+0.8%	+$8.25K	0.35%	36
2021 Q4	$879K	Sell	19,120 -565	-3%	-$31.4K	0.41%	31
2021 Q3	$1.04M	Buy	19,685 +7,605	+63%	+$409K	0.38%	33
2021 Q2	$649K	Sell	12,080 -6,280	-34%	-$339K	0.28%	44
2021 Q1	$956K	Sell	18,360 -760	-4%	-$38K	0.41%	33
2020 Q4	$879K	Buy	+19,120	New	+$806K	0.41%	31

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

Hemington Wealth Management's IJH Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2025 at 8,673 shares worth $566K. The position accounts for 0.07% of the portfolio, ranked #77.

Hemington Wealth Management first reported a position in IJH in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.04M in Q3 2021. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Hemington Wealth Management held 8,673 shares of iShares Core S&P Mid-Cap ETF worth $566K as of Q3 2025.
Hemington Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Mid-Cap ETF made up 0.07% of Hemington Wealth Management's portfolio in Q3 2025, its #77 holding.
Hemington Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
Hemington Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.04M in Q3 2021.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.