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

Heritage Financial Services’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	$207K	Sell	3,141 -160	-5%	-$10.5K	0.02%	124
2025 Q3	$215K	Buy	+3,301	New	+$212K	0.02%	124
2025 Q2	–	Sell	-4,593	Closed	-$268K	–	129
2025 Q1	$268K	Sell	4,593 -1,379	-23%	-$85.6K	0.03%	97
2024 Q4	$372K	Buy	5,972 +707	+13%	+$45.3K	0.05%	79
2024 Q3	$328K	Buy	5,265 +335	+7%	+$20.2K	0.04%	77
2024 Q2	$289K	Hold	4,930	–	–	0.04%	79
2024 Q1	$299K	Sell	4,930 -1,920	-28%	-$109K	0.04%	77
2023 Q4	$380K	Buy	6,850 +2,270	+50%	+$115K	0.06%	71
2023 Q3	$228K	Sell	4,580 -20	-0.4%	-$1.05K	0.04%	68
2023 Q2	$241K	Sell	4,600 -120	-3%	-$5.96K	0.05%	68
2023 Q1	$236K	Sell	4,720 -190	-4%	-$9.68K	0.05%	71
2022 Q4	$238K	Sell	4,910 -225	-4%	-$10.9K	0.06%	70
2022 Q3	$225K	Hold	5,135	–	–	0.14%	56
2022 Q2	$232K	Buy	5,135 +135	+3%	+$6.66K	0.13%	56
2022 Q1	$268K	Buy	5,000 +245	+5%	+$13K	0.18%	63
2021 Q4	$269K	Buy	+4,755	New	+$265K	0.21%	65

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Heritage Financial Services's IJH Position: Q4 2025 in Review

Heritage Financial Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q4 2025, selling an estimated $10.5K and leaving 3,141 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #124.

Heritage Financial Services first reported a position in IJH in Q4 2021 and has held it in 16 quarters since. The position peaked at $380K in Q4 2023. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Heritage Financial Services held 3,141 shares of iShares Core S&P Mid-Cap ETF worth $207K as of Q4 2025.
Heritage Financial Services sold 160 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $10.5K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #124 holding.
Heritage Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Heritage Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $380K in Q4 2023.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.