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

Logan 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	–	Sell	-25	Closed	-$1.63K	–	371
2025 Q3	$1.63K	Hold	25	–	–	﹤0.01%	404
2025 Q2	$1.55K	Sell	25 -140	-85%	-$8.22K	﹤0.01%	403
2025 Q1	$9.63K	Buy	165 +140	+560%	+$8.69K	﹤0.01%	405
2024 Q4	$1.56K	Buy	+25	New	+$1.6K	﹤0.01%	462
2023 Q1	–	Sell	-330	Closed	-$16K	–	509
2022 Q4	$16K	Hold	330	–	–	﹤0.01%	414
2022 Q3	$15K	Hold	330	–	–	﹤0.01%	405
2022 Q2	$15K	Hold	330	–	–	﹤0.01%	414
2022 Q1	$18K	Hold	330	–	–	﹤0.01%	415
2021 Q4	$19K	Hold	330	–	–	﹤0.01%	426
2021 Q3	$17K	Hold	330	–	–	﹤0.01%	433
2021 Q2	$18K	Buy	+330	New	+$17.8K	﹤0.01%	424
2013 Q3	–	Sell	-100,000	Closed	-$1.88M	–	269
2013 Q2	$1.88M	Buy	+100,000	New	+$2.32M	0.15%	105

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Logan Capital Management's IJH Position: Q4 2025 in Review

Logan Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 25 shares — an estimated $1.63K sold.

Logan Capital Management first reported a position in IJH in Q2 2013 and held it in 12 quarters. The position peaked at $1.88M in Q2 2013. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Logan Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 25 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $1.63K.
Logan Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 12 quarters.
Logan Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.88M in Q2 2013.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.