KIM
IJH icon

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

Kestra Investment 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 		– Sell
-288
Closed -$16.8K – 704
2025
Q2 		$16.8K Hold
288
– – ﹤0.01% 656
2025
Q1 		$16.8K Sell
288
-1,175
-80% -$73K ﹤0.01% 568
2024
Q4 		$91.2K Buy
+1,463
New +$93.8K ﹤0.01% 449

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

Kestra Investment Management's IJH Position: Q3 2025 in Review

Kestra Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 288 shares — an estimated $16.8K sold.

Kestra Investment Management first reported a position in IJH in Q4 2024 and held it in 3 quarters. The position peaked at $91.2K in Q4 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Kestra Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 288 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $16.8K.
  • Kestra Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $91.2K in Q4 2024.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.