McClarren Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McClarren Financial 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 Q2	–	Sell	-1,081	Closed	-$109K	–	185
2025 Q1	$109K	Buy	+1,081	New	+$67.1K	0.07%	96
2024 Q4	–	Sell	-1,078	Closed	-$917	–	253
2024 Q3	$917	Buy	1,078 +903	+516%	+$54.5K	0.12%	41
2024 Q2	$108K	Sell	175 -2,201	-93%	-$129K	0.08%	103
2024 Q1	$145K	Buy	2,376 +6	+0.3%	+$340	0.1%	84
2023 Q4	$131K	Buy	2,370 +440	+23%	+$22.3K	0.1%	90
2023 Q3	$94K	Hold	1,930	–	–	0.08%	103
2023 Q2	$101K	Buy	1,930 +305	+19%	+$15.2K	0.08%	102
2023 Q1	$80K	Buy	1,625 +830	+104%	+$42.3K	0.07%	114
2022 Q4	$38K	Sell	795 -185	-19%	-$8.94K	0.04%	167
2022 Q3	$43K	Buy	+980	New	+$47.4K	0.04%	145
2022 Q2	–	Sell	-2,075	Closed	-$110K	–	134
2022 Q1	$110K	Sell	2,075 -5	-0.2%	-$266	0.08%	83
2021 Q4	$118K	Sell	2,080 -1,620	-44%	-$90.2K	0.08%	91
2021 Q3	$194K	Sell	3,700 -450	-11%	-$24.2K	0.15%	55
2021 Q2	$221K	Buy	4,150 +670	+19%	+$36.2K	0.18%	48
2021 Q1	$181K	Buy	3,480 +10	+0.3%	+$499	0.16%	51
2020 Q4	$159K	Buy	+3,470	New	+$146K	0.15%	53

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McClarren Financial Advisors's IJH Position: Q2 2025 in Review

McClarren Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 1,081 shares — an estimated $109K sold.

McClarren Financial Advisors first reported a position in IJH in Q4 2020 and held it in 16 quarters. The position peaked at $221K in Q2 2021. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

McClarren Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 1,081 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $109K.
McClarren Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 16 quarters.
McClarren Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $221K in Q2 2021.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.