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

JFG Wealth 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	$321K	Hold	4,925	–	–	0.06%	56
2025 Q2	$305K	Sell	4,925 -5	-0.1%	-$294	0.06%	54
2025 Q1	$288K	Sell	4,930 -35	-0.7%	-$2.17K	0.07%	69
2024 Q4	$309K	Buy	4,965 +35	+0.7%	+$2.25K	0.07%	78
2024 Q3	$307K	Hold	4,930	–	–	0.08%	60
2024 Q2	$289K	Buy	+4,930	New	+$290K	0.08%	47
2023 Q1	–	Sell	-4,925	Closed	-$238K	–	32
2022 Q4	$238K	Hold	4,925	–	–	0.08%	30
2022 Q3	$215K	Hold	4,925	–	–	0.07%	39
2022 Q2	$222K	Sell	4,925 -100	-2%	-$4.94K	0.08%	34
2022 Q1	$270K	Buy	+5,025	New	+$268K	0.08%	30

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

JFG Wealth Management's IJH Position: Q3 2025 in Review

JFG Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2025 at 4,925 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #56.

JFG Wealth Management first reported a position in IJH in Q1 2022 and has held it in 10 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

JFG Wealth Management held 4,925 shares of iShares Core S&P Mid-Cap ETF worth $321K as of Q3 2025.
JFG Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Mid-Cap ETF made up 0.06% of JFG Wealth Management's portfolio in Q3 2025, its #56 holding.
JFG Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.