M3 Advisory Group’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
Q4
Sell
-3,705
Closed -$242K 151
2025
Q3
$242K Buy
3,705
+1
+0% +$64 0.15% 125
2025
Q2
$230K Hold
3,704
0.16% 122
2025
Q1
$216K Buy
3,704
+36
+1% +$2.24K 0.17% 122
2024
Q4
$229K Buy
3,668
+3
+0.1% +$192 0.16% 126
2024
Q3
$228K Buy
3,665
+17
+0.5% +$1.02K 0.17% 132
2024
Q2
$213K Sell
3,648
-2,482
-40% -$146K 0.18% 122
2024
Q1
$372K Buy
6,130
+110
+2% +$6.23K 0.34% 71
2023
Q4
$334K Buy
+6,020
New +$305K 0.39% 60

Other funds holding IJH

M3 Advisory Group's IJH Position: Q4 2025 in Review

M3 Advisory Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 3,705 shares — an estimated $242K sold.

M3 Advisory Group first reported a position in IJH in Q4 2023 and held it in 8 quarters. The position peaked at $372K in Q1 2024. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • M3 Advisory Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • M3 Advisory Group sold 3,705 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $242K.
  • M3 Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
  • M3 Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $372K in Q1 2024.
  • 2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on M3 Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.