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

IMS Capital 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	$326K	Sell	4,995 -1,020	-17%	-$65.5K	0.15%	106
2025 Q2	$373K	Hold	6,015	–	–	0.17%	96
2025 Q1	$351K	Sell	6,015 -500	-8%	-$31.1K	0.18%	99
2024 Q4	$406K	Hold	6,515	–	–	0.19%	96
2024 Q3	$406K	Sell	6,515 -1,000	-13%	-$60.3K	0.18%	98
2024 Q2	$453K	Hold	7,515	–	–	0.21%	92
2024 Q1	$456K	Hold	7,515	–	–	0.21%	90
2023 Q4	$417K	Hold	7,515	–	–	0.2%	98
2023 Q3	$375K	Sell	7,515 -935	-11%	-$49K	0.22%	95
2023 Q2	$442K	Buy	8,450 +935	+12%	+$46.5K	0.25%	89
2023 Q1	$376K	Sell	7,515 -220	-3%	-$11.2K	0.22%	100
2022 Q4	$374K	Hold	7,735	–	–	0.24%	100
2022 Q3	$339K	Hold	7,735	–	–	0.23%	93
2022 Q2	$350K	Hold	7,735	–	–	0.23%	93
2022 Q1	$415K	Buy	7,735 +75	+1%	+$3.99K	0.22%	95
2021 Q4	$434K	Buy	7,660 +565	+8%	+$31.4K	0.22%	91
2021 Q3	$373K	Sell	7,095 -415	-6%	-$22.3K	0.22%	88
2021 Q2	$404K	Buy	+7,510	New	+$405K	0.24%	85

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

IMS Capital Management's IJH Position: Q3 2025 in Review

IMS Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q3 2025, selling an estimated $65.5K and leaving 4,995 shares worth $326K. The position accounts for 0.15% of the portfolio, ranked #106.

IMS Capital Management first reported a position in IJH in Q2 2021 and has held it in 18 quarters since. The position peaked at $456K in Q1 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

IMS Capital Management held 4,995 shares of iShares Core S&P Mid-Cap ETF worth $326K as of Q3 2025.
IMS Capital Management sold 1,020 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $65.5K.
iShares Core S&P Mid-Cap ETF made up 0.15% of IMS Capital Management's portfolio in Q3 2025, its #106 holding.
IMS Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 18 quarters since.
IMS Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $456K in Q1 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.