Lockheed Martin Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lockheed Martin Investment 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 Q2	–	Sell	-321,150	Closed	-$18.7M	–	118
2025 Q1	$18.7M	Hold	321,150	–	–	0.76%	34
2024 Q4	$20M	Buy	321,150 +300,900	+1,486%	+$19.3M	0.8%	28
2024 Q3	$1.26M	Hold	20,250	–	–	0.06%	98
2024 Q2	$1.19M	Hold	20,250	–	–	0.07%	97
2024 Q1	$1.23M	Hold	20,250	–	–	0.09%	106
2023 Q4	$1.12M	Hold	20,250	–	–	0.08%	111
2023 Q3	$1.01M	Hold	20,250	–	–	0.08%	110
2023 Q2	$1.06M	Sell	20,250 -172,500	-89%	-$8.57M	0.06%	107
2023 Q1	$9.64M	Buy	192,750 +89,000	+86%	+$4.53M	0.55%	39
2022 Q4	$5.02M	Hold	103,750	–	–	0.33%	61
2022 Q3	$4.55M	Hold	103,750	–	–	0.37%	54
2022 Q2	$4.69M	Hold	103,750	–	–	0.32%	63
2022 Q1	$5.57M	Hold	103,750	–	–	0.31%	70
2021 Q4	$5.87M	Hold	103,750	–	–	0.31%	65
2021 Q3	$5.46M	Sell	103,750 -151,250	-59%	-$8.14M	0.3%	56
2021 Q2	$13.7M	Sell	255,000 -150,000	-37%	-$8.1M	0.72%	32
2021 Q1	$21.1M	Buy	+405,000	New	+$20.2M	1.08%	18
2017 Q2	–	Sell	-67,170	Closed	-$2.3M	–	135
2017 Q1	$2.3M	Hold	67,170	–	–	0.13%	76
2016 Q4	$2.22M	Sell	67,170 -33,580	-33%	-$1.06M	0.19%	64
2016 Q3	$3.12M	Hold	100,750	–	–	0.27%	55
2016 Q2	$3.01M	Buy	+100,750	New	+$2.95M	0.3%	54
2015 Q3	–	Sell	-438,000	Closed	-$13.1M	–	115
2015 Q2	$13.1M	Hold	438,000	–	–	0.65%	25
2015 Q1	$13.3M	Buy	438,000 +331,300	+310%	+$9.8M	0.65%	24
2014 Q4	$3.09M	Buy	+106,700	New	+$3M	0.13%	47
2013 Q4	–	Sell	-572,685	Closed	-$14.2M	–	109
2013 Q3	$14.2M	Hold	572,685	–	–	0.81%	19
2013 Q2	$13.2M	Buy	+572,685	New	+$13.3M	0.81%	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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lockheed Martin Investment Management's IJH Position: Q2 2025 in Review

Lockheed Martin Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 321,150 shares — an estimated $18.7M sold.

Lockheed Martin Investment Management first reported a position in IJH in Q2 2013 and held it in 26 quarters. The position peaked at $21.1M in Q1 2021. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Lockheed Martin Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Lockheed Martin Investment Management sold 321,150 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $18.7M.
Lockheed Martin Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 26 quarters.
Lockheed Martin Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $21.1M in Q1 2021.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.