Lowe Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.8K | Hold |
1,361
| – | – | 0.03% | 111 |
|
|
2025
Q2 | $84.4K | Hold |
1,361
| – | – | 0.03% | 107 |
|
|
2025
Q1 | $79.4K | Hold |
1,361
| – | – | 0.03% | 103 |
|
|
2024
Q4 | $84.8K | Buy |
1,361
+30
| +2% | +$1.92K | 0.04% | 96 |
|
|
2024
Q3 | $82.9K | Hold |
1,331
| – | – | 0.04% | 92 |
|
|
2024
Q2 | $77.9K | Buy |
1,331
+1,226
| +1,168% | +$72K | 0.04% | 93 |
|
|
2024
Q1 | $6.38K | Buy |
105
+35
| +50% | +$1.98K | ﹤0.01% | 238 |
|
|
2023
Q4 | $3.88K | Hold |
70
| – | – | ﹤0.01% | 259 |
|
|
2023
Q3 | $3.49K | Hold |
70
| – | – | ﹤0.01% | 252 |
|
|
2023
Q2 | $3.66K | Hold |
70
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $3.5K | Hold |
70
| – | – | ﹤0.01% | 273 |
|
|
2022
Q4 | $3.39K | Hold |
70
| – | – | ﹤0.01% | 279 |
|
|
2022
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 258 |
|
|
2021
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 240 |
|
|
2021
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 228 |
|
|
2021
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 222 |
|
|
2021
Q1 | $4K | Sell |
70
-15
| -18% | -$749 | ﹤0.01% | 217 |
|
|
2020
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 211 |
|
|
2020
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 219 |
|
|
2020
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 209 |
|
|
2020
Q1 | $2K | Buy |
85
+10
| +13% | +$372 | ﹤0.01% | 236 |
|
|
2019
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 223 |
|
|
2019
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 215 |
|
|
2019
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 232 |
|
|
2019
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 227 |
|
|
2018
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 213 |
|
|
2018
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 231 |
|
|
2018
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 184 |
|
|
2018
Q1 | $3K | Buy |
75
+50
| +200% | +$1.91K | ﹤0.01% | 194 |
|
|
2017
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 231 |
|
|
2017
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 225 |
|
|
2017
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 202 |
|
|
2017
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 204 |
|
|
2016
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 214 |
|
|
2016
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 227 |
|
|
2016
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 232 |
|
|
2016
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 206 |
|
|
2015
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 216 |
|
|
2015
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 212 |
|
|
2015
Q2 | $1K | Buy |
+25
| New | +$762 | ﹤0.01% | 210 |
|
Other funds holding IJH
Lowe Wealth Advisors's IJH Position: Q3 2025 in Review
Lowe Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2025 at 1,361 shares worth $88.8K. The position accounts for 0.03% of the portfolio, ranked #111.
Lowe Wealth Advisors first reported a position in IJH in Q2 2015 and has held it in 42 quarters since. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.
- Lowe Wealth Advisors held 1,361 shares of iShares Core S&P Mid-Cap ETF worth $88.8K as of Q3 2025.
- Lowe Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2025.
- iShares Core S&P Mid-Cap ETF made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #111 holding.
- Lowe Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 42 quarters since.
- 2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.