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

Maia Wealth’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 Q3	–	Sell	-3,454	Closed	-$214K	–	350
2025 Q2	$214K	Sell	3,454 -3,308	-49%	-$194K	0.04%	304
2025 Q1	$372K	Buy	6,762 +1,319	+24%	+$81.9K	0.08%	205
2024 Q4	$352K	Sell	5,443 -449	-8%	-$28.8K	0.08%	201
2024 Q3	$368K	Buy	5,892 +312	+6%	+$18.8K	0.09%	172
2024 Q2	$339K	Buy	+5,580	New	+$328K	0.1%	147
2023 Q4	$452K	Buy	+8,160	New	+$414K	0.18%	112

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Maia Wealth's IJH Position: Q3 2025 in Review

Maia Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 3,454 shares — an estimated $214K sold.

Maia Wealth first reported a position in IJH in Q4 2023 and held it in 6 quarters. The position peaked at $452K in Q4 2023. 2,453 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Maia Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Maia Wealth sold 3,454 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $214K.
Maia Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 6 quarters.
Maia Wealth's iShares Core S&P Mid-Cap ETF position peaked at $452K in Q4 2023.
2,453 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Maia Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.