J.W. Coons Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

J.W. Coons Advisors’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 Q2	$683K	Buy	11,015 +4	+0%	+$235	0.15%	132
2025 Q1	$642K	Buy	11,011 +4	+0%	+$248	0.17%	126
2024 Q4	$686K	Sell	11,007 -483	-4%	-$31K	0.18%	119
2024 Q3	$716K	Buy	11,490 +505	+5%	+$30.5K	0.18%	121
2024 Q2	$643K	Sell	10,985 -1	-0%	-$59	0.16%	122
2024 Q1	$667K	Buy	10,986 +1	+0%	+$57	0.15%	122
2023 Q4	$609K	Buy	10,985 +15	+0.1%	+$761	0.16%	128
2023 Q3	$547K	Hold	10,970	–	–	0.16%	133
2023 Q2	$574K	Buy	10,970 +5	+0%	+$248	0.16%	131
2023 Q1	$549K	Buy	10,965 +155	+1%	+$7.9K	0.16%	138
2022 Q4	$523K	Sell	10,810 -4,320	-29%	-$209K	0.16%	133
2022 Q3	$663K	Buy	15,130 +275	+2%	+$13.3K	0.25%	109
2022 Q2	$672K	Sell	14,855 -495	-3%	-$24.4K	0.24%	111
2022 Q1	$824K	Sell	15,350 -1,195	-7%	-$63.6K	0.25%	109
2021 Q4	$936K	Buy	16,545 +555	+3%	+$30.9K	0.28%	95
2021 Q3	$840K	Buy	15,990 +2,830	+22%	+$152K	0.29%	91
2021 Q2	$706K	Buy	13,160 +5	+0%	+$270	0.25%	104
2021 Q1	$684K	Buy	13,155 +100	+0.8%	+$4.99K	0.24%	106
2020 Q4	$599K	Buy	13,055 +2,805	+27%	+$118K	0.23%	112
2020 Q3	$379K	Sell	10,250 -65	-0.6%	-$2.43K	0.16%	141
2020 Q2	$369K	Sell	10,315 -1,115	-10%	-$37K	0.16%	139
2020 Q1	$328K	Buy	+11,430	New	+$425K	0.17%	141

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.W. Coons Advisors's IJH Position: Q2 2025 in Review

J.W. Coons Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.04% in Q2 2025, buying an estimated $235 and bringing the position to 11,015 shares worth $683K. The position accounts for 0.15% of the portfolio, ranked #132.

J.W. Coons Advisors first reported a position in IJH in Q1 2020 and has held it in 22 quarters since. The position peaked at $936K in Q4 2021. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

J.W. Coons Advisors held 11,015 shares of iShares Core S&P Mid-Cap ETF worth $683K as of Q2 2025.
J.W. Coons Advisors bought 4 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $235.
iShares Core S&P Mid-Cap ETF made up 0.15% of J.W. Coons Advisors's portfolio in Q2 2025, its #132 holding.
J.W. Coons Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's iShares Core S&P Mid-Cap ETF position peaked at $936K in Q4 2021.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.