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

Lane & 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 Q1	$1.62M	Buy	27,833 +145	+0.5%	+$9.01K	0.88%	29
2024 Q4	$1.79M	Buy	27,688 +2,519	+10%	+$162K	0.93%	27
2024 Q3	$1.57M	Buy	25,169 +1,562	+7%	+$94.2K	0.85%	30
2024 Q2	$1.38M	Buy	23,607 +1,872	+9%	+$110K	0.81%	32
2024 Q1	$1.32M	Buy	21,735 +345	+2%	+$19.5K	0.83%	30
2023 Q4	$1.19M	Buy	21,390 +1,065	+5%	+$54K	0.86%	29
2023 Q3	$1.01M	Sell	20,325 -325	-2%	-$17K	0.81%	31
2023 Q2	$1.08M	Sell	20,650 -515	-2%	-$25.6K	0.86%	31
2023 Q1	$1.06M	Sell	21,165 -175	-0.8%	-$8.92K	0.94%	28
2022 Q4	$1.03M	Buy	+21,340	New	+$1.03M	0.98%	25

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lane & Associates's IJH Position: Q1 2025 in Review

Lane & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.52% in Q1 2025, buying an estimated $9.01K and bringing the position to 27,833 shares worth $1.62M. The position accounts for 0.88% of the portfolio, ranked #29.

Lane & Associates first reported a position in IJH in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.79M in Q4 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Lane & Associates held 27,833 shares of iShares Core S&P Mid-Cap ETF worth $1.62M as of Q1 2025.
Lane & Associates bought 145 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $9.01K.
iShares Core S&P Mid-Cap ETF made up 0.88% of Lane & Associates's portfolio in Q1 2025, its #29 holding.
Lane & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's iShares Core S&P Mid-Cap ETF position peaked at $1.79M in Q4 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.