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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$269K Hold
4,333
0.08% 44
2025
Q1
$253K Sell
4,333
-123
-3% -$7.64K 0.08% 44
2024
Q4
$278K Buy
4,456
+750
+20% +$48.1K 0.09% 36
2024
Q3
$231K Buy
3,706
+750
+25% +$45.2K 0.08% 44
2024
Q2
$173K Buy
2,956
+281
+11% +$16.5K 0.07% 47
2024
Q1
$162K Buy
2,675
+750
+39% +$42.5K 0.06% 46
2023
Q4
$107K Hold
1,925
0.05% 56
2023
Q3
$96K Buy
+1,925
New +$101K 0.05% 59

Other funds holding IJH

Iron Horse Wealth Management's IJH Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2025 at 4,333 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #44.

Iron Horse Wealth Management first reported a position in IJH in Q3 2023 and has held it in 8 quarters since. The position peaked at $278K in Q4 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Iron Horse Wealth Management held 4,333 shares of iShares Core S&P Mid-Cap ETF worth $269K as of Q2 2025.
  • Iron Horse Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2025.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Iron Horse Wealth Management's portfolio in Q2 2025, its #44 holding.
  • Iron Horse Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 8 quarters since.
  • Iron Horse Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $278K in Q4 2024.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.