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Main Street Financial Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Main Street Financial Solutions’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 		$399K Sell
6,052
-18,292
-75% -$1.2M 0.03% 376
2025
Q3 		$1.59M Buy
24,344
+5,588
+30% +$359K 0.1% 174
2025
Q2 		$1.16M Buy
18,756
+9,528
+103% +$559K 0.08% 199
2025
Q1 		$538K Sell
9,228
-9,604
-51% -$596K 0.05% 305
2024
Q4 		$1.17M Buy
18,832
+6,353
+51% +$407K 0.12% 147
2024
Q3 		$778K Buy
12,479
+6
+0% +$362 0.07% 238
2024
Q2 		$730K Sell
12,473
-870
-7% -$51.1K 0.07% 246
2024
Q1 		$810K Buy
13,343
+1,198
+10% +$67.8K 0.09% 222
2023
Q4 		$673K Buy
12,145
+15
+0.1% +$761 0.09% 215
2023
Q3 		$605K Sell
12,130
-30
-0.2% -$1.57K 0.09% 219
2023
Q2 		$636K Sell
12,160
-130
-1% -$6.46K 0.09% 223
2023
Q1 		$615K Sell
12,290
-295
-2% -$15K 0.09% 222
2022
Q4 		$609K Buy
12,585
+1,050
+9% +$50.7K 0.1% 211
2022
Q3 		$506K Sell
11,535
-235
-2% -$11.4K 0.08% 227
2022
Q2 		$532K Buy
11,770
+5
+0% +$247 0.07% 237
2022
Q1 		$631K Buy
11,765
+780
+7% +$41.5K 0.09% 209
2021
Q4 		$622K Buy
10,985
+390
+4% +$21.7K 0.09% 222
2021
Q3 		$557K Buy
10,595
+435
+4% +$23.4K 0.09% 237
2021
Q2 		$546K Buy
10,160
+215
+2% +$11.6K 0.09% 221
2021
Q1 		$518K Sell
9,945
-120
-1% -$5.99K 0.09% 215
2020
Q4 		$463K Buy
+10,065
New +$424K 0.09% 216

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Main Street Financial Solutions's IJH Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 75% in Q4 2025, selling an estimated $1.2M and leaving 6,052 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #376.

Main Street Financial Solutions first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.59M in Q3 2025. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Main Street Financial Solutions held 6,052 shares of iShares Core S&P Mid-Cap ETF worth $399K as of Q4 2025.
  • Main Street Financial Solutions sold 18,292 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $1.2M.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Main Street Financial Solutions's portfolio in Q4 2025, its #376 holding.
  • Main Street Financial Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's iShares Core S&P Mid-Cap ETF position peaked at $1.59M in Q3 2025.
  • 2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.