LMKC
IJH icon

L.M. Kohn & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

L.M. Kohn & Company’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
-4,469
Closed -$277K – 202
2025
Q2 		$277K Sell
4,469
-1,782
-29% -$105K 0.07% 220
2025
Q1 		$365K Sell
6,251
-131
-2% -$8.13K 0.1% 172
2024
Q4 		$398K Sell
6,382
-219
-3% -$14K 0.1% 158
2024
Q3 		$411K Buy
6,601
+451
+7% +$27.2K 0.1% 168
2024
Q2 		$373K Sell
6,150
-713
-10% -$41.9K 0.1% 166
2024
Q1 		$417K Sell
6,863
-152
-2% -$8.61K 0.12% 162
2023
Q4 		$389K Buy
7,015
+240
+4% +$12.2K 0.12% 148
2023
Q3 		$338K Sell
6,775
-200
-3% -$10.5K 0.12% 151
2023
Q2 		$365K Buy
6,975
+190
+3% +$9.44K 0.14% 143
2023
Q1 		$339K Buy
6,785
+5
+0.1% +$255 0.14% 147
2022
Q4 		$328K Buy
6,780
+5
+0.1% +$242 0.15% 143
2022
Q3 		$298K Sell
6,775
-280
-4% -$13.5K 0.15% 151
2022
Q2 		$320K Sell
7,055
-1,575
-18% -$77.8K 0.15% 160
2022
Q1 		$464K Buy
+8,630
New +$459K 0.18% 142

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

L.M. Kohn & Company's IJH Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 4,469 shares — an estimated $277K sold.

L.M. Kohn & Company first reported a position in IJH in Q1 2022 and held it in 14 quarters. The position peaked at $464K in Q1 2022. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 4,469 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $277K.
  • L.M. Kohn & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's iShares Core S&P Mid-Cap ETF position peaked at $464K in Q1 2022.
  • 2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.