Jentner Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jentner Corp’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	$366K	Hold	5,900	–	–	0.1%	43
2025 Q1	$344K	Hold	5,900	–	–	0.1%	41
2024 Q4	$368K	Hold	5,900	–	–	0.11%	42
2024 Q3	$368K	Hold	5,900	–	–	0.11%	39
2024 Q2	$345K	Hold	5,900	–	–	0.11%	36
2024 Q1	$358K	Hold	5,900	–	–	0.13%	35
2023 Q4	$327K	Hold	5,900	–	–	0.13%	37
2023 Q3	$294K	Hold	5,900	–	–	0.18%	35
2023 Q2	$309K	Hold	5,900	–	–	0.19%	36
2023 Q1	$295K	Hold	5,900	–	–	0.2%	34
2022 Q4	$285K	Hold	5,900	–	–	0.21%	37
2022 Q3	$259K	Sell	5,900 -20	-0.3%	-$967	0.21%	32
2022 Q2	$268K	Hold	5,920	–	–	0.2%	33
2022 Q1	$318K	Buy	5,920 +20	+0.3%	+$1.06K	0.23%	27
2021 Q4	$334K	Hold	5,900	–	–	0.22%	28
2021 Q3	$310K	Sell	5,900 -785	-12%	-$42.2K	0.21%	29
2021 Q2	$359K	Buy	6,685 +785	+13%	+$42.4K	0.25%	27
2021 Q1	$307K	Hold	5,900	–	–	0.24%	26
2020 Q4	$271K	Hold	5,900	–	–	0.27%	27
2020 Q3	$219K	Hold	5,900	–	–	0.24%	26
2020 Q2	$210K	Buy	+5,900	New	+$196K	0.24%	27
2020 Q1	–	Sell	-5,900	Closed	-$243K	–	30
2019 Q4	$243K	Hold	5,900	–	–	0.25%	32
2019 Q3	$228K	Hold	5,900	–	–	0.19%	33
2019 Q2	$229K	Hold	5,900	–	–	0.19%	33
2019 Q1	$223K	Buy	+5,900	New	+$218K	0.18%	32
2018 Q4	–	Sell	-5,900	Closed	-$238K	–	32
2018 Q3	$238K	Sell	5,900 -700	-11%	-$28.1K	0.2%	28
2018 Q2	$257K	Buy	6,600 +700	+12%	+$27K	0.21%	24
2018 Q1	$221K	Hold	5,900	–	–	0.19%	26
2017 Q4	$225K	Hold	5,900	–	–	0.2%	27
2017 Q3	$211K	Hold	5,900	–	–	0.19%	27
2017 Q2	$205K	Hold	5,900	–	–	0.19%	26
2017 Q1	$202K	Buy	+5,900	New	+$201K	0.2%	28

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

Jentner Corp's IJH Position: Q2 2025 in Review

Jentner Corp held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2025 at 5,900 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #43.

Jentner Corp first reported a position in IJH in Q1 2017 and has held it in 32 quarters since. The position peaked at $368K in Q3 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Jentner Corp held 5,900 shares of iShares Core S&P Mid-Cap ETF worth $366K as of Q2 2025.
Jentner Corp left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2025.
iShares Core S&P Mid-Cap ETF made up 0.1% of Jentner Corp's portfolio in Q2 2025, its #43 holding.
Jentner Corp first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 32 quarters since.
Jentner Corp's iShares Core S&P Mid-Cap ETF position peaked at $368K in Q3 2024.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.