Litman Gregory Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Litman Gregory Wealth 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	$39.9M	Sell	604,315 -24,585	-4%	-$1.61M	2.92%	8
2025 Q3	$41M	Sell	628,900 -38,658	-6%	-$2.48M	3.05%	8
2025 Q2	$41.4M	Sell	667,558 -203,398	-23%	-$11.9M	3.26%	7
2025 Q1	$50.8M	Buy	+870,956	New	+$54.1M	4.36%	6
2021 Q2	–	Sell	-60	Closed	-$3K	–	120
2021 Q1	$3K	Hold	60	–	–	﹤0.01%	176
2020 Q4	$3K	Buy	+60	New	+$2.53K	﹤0.01%	177
2020 Q1	–	Sell	-520	Closed	-$21K	–	187
2019 Q4	$21K	Hold	520	–	–	﹤0.01%	121
2019 Q3	$20K	Hold	520	–	–	﹤0.01%	113
2019 Q2	$20K	Buy	+520	New	+$19.9K	0.01%	139

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Litman Gregory Wealth Management's IJH Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q4 2025, selling an estimated $1.61M and leaving 604,315 shares worth $39.9M. The position accounts for 2.92% of the portfolio, ranked #8.

Litman Gregory Wealth Management first reported a position in IJH in Q2 2019 and has held it in 9 quarters since. The position peaked at $50.8M in Q1 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Litman Gregory Wealth Management held 604,315 shares of iShares Core S&P Mid-Cap ETF worth $39.9M as of Q4 2025.
Litman Gregory Wealth Management sold 24,585 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $1.61M.
iShares Core S&P Mid-Cap ETF made up 2.92% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #8 holding.
Litman Gregory Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 9 quarters since.
Litman Gregory Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $50.8M in Q1 2025.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.