Mach-1 Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mach-1 Financial Group’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	-4,633	Closed	-$302K	–	379
2025 Q3	$302K	Buy	+4,633	New	+$298K	0.05%	172
2022 Q4	–	Sell	-185	Closed	-$8K	–	292
2022 Q3	$8K	Hold	185	–	–	0.01%	243
2022 Q2	$8K	Hold	185	–	–	0.01%	265
2022 Q1	$9K	Hold	185	–	–	0.01%	129
2021 Q4	$10K	Buy	+185	New	+$10.3K	0.01%	133

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mach-1 Financial Group's IJH Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 4,633 shares — an estimated $302K sold.

Mach-1 Financial Group first reported a position in IJH in Q4 2021 and held it in 5 quarters. The position peaked at $302K in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 4,633 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $302K.
Mach-1 Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
Mach-1 Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $302K in Q3 2025.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.