Long Run Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Long Run Wealth 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 Q4	$9M	Buy	136,294 +2,979	+2%	+$195K	1.7%	16
2025 Q3	$8.7M	Buy	133,315 +100,616	+308%	+$6.47M	1.71%	16
2025 Q2	$2.03M	Buy	32,699 +91	+0.3%	+$5.34K	0.43%	43
2025 Q1	$1.9M	Buy	32,608 +2,318	+8%	+$144K	0.43%	44
2024 Q4	$1.89M	Sell	30,290 -458	-1%	-$29.4K	0.45%	47
2024 Q3	$1.92M	Buy	30,748 +3,253	+12%	+$196K	0.45%	48
2024 Q2	$1.61M	Buy	27,495 +4,720	+21%	+$277K	0.41%	50
2024 Q1	$1.38M	Hold	22,775	–	–	0.36%	52
2023 Q4	$1.26M	Sell	22,775 -715	-3%	-$36.3K	0.36%	52
2023 Q3	$1.17M	Sell	23,490 -35	-0.1%	-$1.83K	0.38%	50
2023 Q2	$1.23M	Hold	23,525	–	–	0.39%	50
2023 Q1	$1.18M	Hold	23,525	–	–	0.4%	57
2022 Q4	$1.14M	Sell	23,525 -375	-2%	-$18.1K	0.41%	59
2022 Q3	$1.05M	Sell	23,900 -195	-0.8%	-$9.43K	0.42%	59
2022 Q2	$1.09M	Buy	24,095 +2,820	+13%	+$139K	0.42%	51
2022 Q1	$1.14M	Buy	21,275 +1,165	+6%	+$62K	0.4%	54
2021 Q4	$1.14M	Buy	+20,110	New	+$1.12M	0.4%	56

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

Long Run Wealth Advisors's IJH Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q4 2025, buying an estimated $195K and bringing the position to 136,294 shares worth $9M. The position accounts for 1.7% of the portfolio, ranked #16.

Long Run Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Long Run Wealth Advisors held 136,294 shares of iShares Core S&P Mid-Cap ETF worth $9M as of Q4 2025.
Long Run Wealth Advisors bought 2,979 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $195K.
iShares Core S&P Mid-Cap ETF made up 1.7% of Long Run Wealth Advisors's portfolio in Q4 2025, its #16 holding.
Long Run Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.