Lion Street Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lion Street Advisors’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	$417K	Sell	1,495 -6,321	-81%	-$406K	0.14%	135
2025 Q2	$485K	Sell	7,816 -101	-1%	-$5.93K	0.15%	150
2025 Q1	$462K	Buy	7,917 +502	+7%	+$31.2K	0.15%	153
2024 Q4	$462K	Buy	7,415 +506	+7%	+$32.5K	0.15%	147
2024 Q3	$431K	Buy	6,909 +503	+8%	+$30.3K	0.15%	151
2024 Q2	$375K	Buy	6,406 +5,097	+389%	+$299K	0.14%	162
2024 Q1	$363K	Sell	1,309 -5,236	-80%	-$296K	0.15%	149
2023 Q4	$363K	Sell	6,545 -615	-9%	-$31.2K	0.15%	149
2023 Q3	$357K	Sell	7,160 -315	-4%	-$16.5K	0.12%	154
2023 Q2	$417K	Buy	7,475 +735	+11%	+$36.5K	0.14%	142
2023 Q1	$337K	Buy	6,740 +2,600	+63%	+$132K	0.1%	161
2022 Q4	$231K	Buy	+4,140	New	+$200K	0.12%	137
2022 Q3	–	Sell	-4,140	Closed	-$231K	–	150
2022 Q2	$231K	Sell	4,140 -10	-0.2%	-$494	0.12%	138
2022 Q1	$223K	Buy	4,150 +10	+0.2%	+$532	0.11%	133
2021 Q4	$235K	Hold	4,140	–	–	0.11%	136
2021 Q3	$218K	Buy	+4,140	New	+$223K	0.12%	138
2021 Q1	–	Sell	-19,600	Closed	-$789K	–	26
2020 Q4	$789K	Sell	19,600 -16,640	-46%	-$701K	1.92%	17
2020 Q3	$1.36M	Buy	36,240 +25,460	+236%	+$952K	2.77%	10
2020 Q2	$383K	Buy	10,780 +5,010	+87%	+$166K	2.68%	13
2020 Q1	$166K	Sell	5,770 -3,200	-36%	-$119K	0.9%	23
2019 Q4	$367K	Buy	+8,970	New	+$355K	1.76%	20

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lion Street Advisors's IJH Position: Q3 2025 in Review

Lion Street Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 81% in Q3 2025, selling an estimated $406K and leaving 1,495 shares worth $417K. The position accounts for 0.14% of the portfolio, ranked #135.

Lion Street Advisors first reported a position in IJH in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.36M in Q3 2020. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Lion Street Advisors held 1,495 shares of iShares Core S&P Mid-Cap ETF worth $417K as of Q3 2025.
Lion Street Advisors sold 6,321 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $406K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Lion Street Advisors's portfolio in Q3 2025, its #135 holding.
Lion Street Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
Lion Street Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.36M in Q3 2020.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.