Laird Norton Wetherby Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.57M | Sell |
39,381
-8,574
| -18% | -$551K | 0.1% | 189 |
|
|
2025
Q2 | $2.97M | Buy |
+47,955
| New | +$2.82M | 0.13% | 148 |
|
|
2024
Q4 | $3.11M | Hold |
49,959
| – | – | 0.15% | 119 |
|
|
2024
Q3 | $3.11M | Sell |
49,959
-3,550
| -7% | -$214K | 0.14% | 137 |
|
|
2024
Q2 | $3.13M | Sell |
53,509
-206
| -0.4% | -$12.1K | 0.15% | 125 |
|
|
2024
Q1 | $3.26M | Sell |
53,715
-3,775
| -7% | -$214K | 0.16% | 117 |
|
|
2023
Q4 | $3.19M | Buy |
57,490
+12,575
| +28% | +$638K | 0.17% | 113 |
|
|
2023
Q3 | $2.24M | Sell |
44,915
-255
| -0.6% | -$13.4K | 0.13% | 158 |
|
|
2023
Q2 | $2.36M | Hold |
45,170
| – | – | 0.13% | 156 |
|
|
2023
Q1 | $2.26M | Sell |
45,170
-1,040
| -2% | -$53K | 0.13% | 157 |
|
|
2022
Q4 | $2.24M | Buy |
46,210
+4,930
| +12% | +$238K | 0.14% | 153 |
|
|
2022
Q3 | $1.81M | Buy |
41,280
+1,205
| +3% | +$58.3K | 0.13% | 170 |
|
|
2022
Q2 | $1.81M | Sell |
40,075
-2,660
| -6% | -$131K | 0.12% | 168 |
|
|
2022
Q1 | $2.29M | Sell |
42,735
-2,270
| -5% | -$121K | 0.13% | 143 |
|
|
2021
Q4 | $2.55M | Sell |
45,005
-1,435
| -3% | -$79.9K | 0.14% | 130 |
|
|
2021
Q3 | $2.44M | Buy |
46,440
+3,750
| +9% | +$202K | 0.15% | 123 |
|
|
2021
Q2 | $2.29M | Buy |
42,690
+16,100
| +61% | +$869K | 0.14% | 136 |
|
|
2021
Q1 | $1.38M | Sell |
26,590
-20,860
| -44% | -$1.04M | 0.11% | 190 |
|
|
2020
Q4 | $2.18M | Buy |
47,450
+20,860
| +78% | +$879K | 0.15% | 131 |
|
|
2020
Q3 | $985K | Buy |
26,590
+6,050
| +29% | +$226K | 0.09% | 225 |
|
|
2020
Q2 | $731K | Buy |
20,540
+11,625
| +130% | +$386K | 0.07% | 273 |
|
|
2020
Q1 | $257K | Hold |
8,915
| – | – | 0.03% | 497 |
|
|
2019
Q4 | $367K | Hold |
8,915
| – | – | 0.04% | 482 |
|
|
2019
Q3 | $345K | Hold |
8,915
| – | – | 0.04% | 504 |
|
|
2019
Q2 | $346K | Hold |
8,915
| – | – | 0.04% | 491 |
|
|
2019
Q1 | $338K | Hold |
8,915
| – | – | 0.04% | 471 |
|
|
2018
Q4 | $296K | Hold |
8,915
| – | – | 0.04% | 470 |
|
|
2018
Q3 | $359K | Hold |
8,915
| – | – | 0.04% | 453 |
|
|
2018
Q2 | $347K | Hold |
8,915
| – | – | 0.05% | 429 |
|
|
2018
Q1 | $334K | Hold |
8,915
| – | – | 0.05% | 450 |
|
|
2017
Q4 | $338K | Hold |
8,915
| – | – | 0.05% | 445 |
|
|
2017
Q3 | $319K | Hold |
8,915
| – | – | 0.05% | 443 |
|
|
2017
Q2 | $310K | Hold |
8,915
| – | – | 0.05% | 424 |
|
|
2017
Q1 | $305K | Buy |
+8,915
| New | +$303K | 0.05% | 421 |
|
|
2015
Q3 | – | Sell |
-3,690
| Closed | -$111K | – | 467 |
|
|
2015
Q2 | $111K | Buy |
+3,690
| New | +$113K | 0.03% | 460 |
|
|
2014
Q4 | – | Sell |
-12,635
| Closed | -$346K | – | 460 |
|
|
2014
Q3 | $346K | Hold |
12,635
| – | – | 0.1% | 260 |
|
|
2014
Q2 | $362K | Buy |
12,635
+4,190
| +50% | +$115K | 0.1% | 252 |
|
|
2014
Q1 | $232K | Sell |
8,445
-2,770
| -25% | -$74.5K | 0.07% | 354 |
|
|
2013
Q4 | $300K | Sell |
11,215
-2,835
| -20% | -$73.2K | 0.09% | 286 |
|
|
2013
Q3 | $349K | Hold |
14,050
| – | – | 0.11% | 233 |
|
|
2013
Q2 | $325K | Buy |
+14,050
| New | +$326K | 0.11% | 214 |
|
Other funds holding IJH
Laird Norton Wetherby Wealth Management's IJH Position: Q3 2025 in Review
Laird Norton Wetherby Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q3 2025, selling an estimated $551K and leaving 39,381 shares worth $2.57M. The position accounts for 0.1% of the portfolio, ranked #189.
Laird Norton Wetherby Wealth Management first reported a position in IJH in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.26M in Q1 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.
- Laird Norton Wetherby Wealth Management held 39,381 shares of iShares Core S&P Mid-Cap ETF worth $2.57M as of Q3 2025.
- Laird Norton Wetherby Wealth Management sold 8,574 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $551K.
- iShares Core S&P Mid-Cap ETF made up 0.1% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #189 holding.
- Laird Norton Wetherby Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 41 quarters since.
- Laird Norton Wetherby Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.26M in Q1 2024.
- 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.