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

Liberty Capital 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 Q4	$517K	Buy	+7,833	New	+$513K	0.1%	116
2020 Q1	–	Sell	-4,880	Closed	-$201K	–	114
2019 Q4	$201K	Buy	+4,880	New	+$193K	0.08%	122
2018 Q1	–	Sell	-380	Closed	-$15K	–	160
2017 Q4	$15K	Hold	380	–	–	0.01%	229
2017 Q3	$14K	Hold	380	–	–	0.01%	242
2017 Q2	$13K	Hold	380	–	–	0.01%	227
2017 Q1	$13K	Hold	380	–	–	0.01%	213
2016 Q4	$13K	Sell	380 -625	-62%	-$19.8K	0.01%	207
2016 Q3	$31K	Buy	+1,005	New	+$31.1K	0.02%	174

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return