Market Street Wealth Management Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Market Street Wealth Management Advisors’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	-3,810	Closed	-$236K	–	102
2025 Q2	$236K	Sell	3,810 -55	-1%	-$3.23K	0.04%	95
2025 Q1	$226K	Sell	3,865 -489	-11%	-$30.4K	0.04%	95
2024 Q4	$271K	Sell	4,354 -333	-7%	-$21.4K	0.05%	88
2024 Q3	$292K	Sell	4,687 -623	-12%	-$37.6K	0.05%	85
2024 Q2	$311K	Sell	5,310 -420	-7%	-$24.7K	0.05%	81
2024 Q1	$348K	Sell	5,730 -2,215	-28%	-$125K	0.06%	82
2023 Q4	$440K	Sell	7,945 -85,615	-92%	-$4.34M	0.09%	78
2023 Q3	$4.67M	Buy	+93,560	New	+$4.9M	1.19%	24

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Market Street Wealth Management Advisors's IJH Position: Q3 2025 in Review

Market Street Wealth Management Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 3,810 shares — an estimated $236K sold.

Market Street Wealth Management Advisors first reported a position in IJH in Q3 2023 and held it in 8 quarters. The position peaked at $4.67M in Q3 2023. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Market Street Wealth Management Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Market Street Wealth Management Advisors sold 3,810 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $236K.
Market Street Wealth Management Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 8 quarters.
Market Street Wealth Management Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.67M in Q3 2023.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Market Street Wealth Management Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.