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Kathleen S. Wright Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kathleen S. Wright Associates’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 		$1.05M Sell
16,069
-34
-0.2% -$2.19K 0.39% 52
2025
Q2 		$999K Sell
16,103
-160
-1% -$9.39K 0.39% 51
2025
Q1 		$949K Buy
16,263
+1,668
+11% +$104K 0.39% 52
2024
Q4 		$909K Buy
14,595
+47
+0.3% +$3.01K 0.38% 52
2024
Q3 		$907K Buy
14,548
+50
+0.3% +$3.02K 0.37% 52
2024
Q2 		$848K Sell
14,498
-8
-0.1% -$470 0.39% 51
2024
Q1 		$881K Sell
14,506
-134
-0.9% -$7.59K 0.42% 53
2023
Q4 		$811K Sell
14,640
-1,350
-8% -$68.5K 0.41% 53
2023
Q3 		$797K Sell
15,990
-80
-0.5% -$4.19K 0.45% 54
2023
Q2 		$840K Sell
16,070
-210
-1% -$10.4K 0.54% 46
2023
Q1 		$815K Buy
16,280
+95
+0.6% +$4.84K 0.53% 47
2022
Q4 		$783K Buy
16,185
+60
+0.4% +$2.9K 0.53% 46
2022
Q3 		$707K Buy
16,125
+120
+0.7% +$5.8K 0.57% 43
2022
Q2 		$724K Buy
16,005
+2,200
+16% +$109K 0.61% 41
2022
Q1 		$741K Buy
13,805
+650
+5% +$34.6K 0.54% 43
2021
Q4 		$745K Buy
+13,155
New +$732K 0.55% 46

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathleen S. Wright Associates's IJH Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.21% in Q3 2025, selling an estimated $2.19K and leaving 16,069 shares worth $1.05M. The position accounts for 0.39% of the portfolio, ranked #52.

Kathleen S. Wright Associates first reported a position in IJH in Q4 2021 and has held it in 16 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Kathleen S. Wright Associates held 16,069 shares of iShares Core S&P Mid-Cap ETF worth $1.05M as of Q3 2025.
  • Kathleen S. Wright Associates sold 34 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $2.19K.
  • iShares Core S&P Mid-Cap ETF made up 0.39% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #52 holding.
  • Kathleen S. Wright Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.