McDaniel Terry & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

McDaniel Terry & Co’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	-6,440	Closed	-$420K	–	80
2025 Q3	$420K	Hold	6,440	–	–	0.03%	72
2025 Q2	$399K	Hold	6,440	–	–	0.03%	72
2025 Q1	$376K	Hold	6,440	–	–	0.03%	79
2024 Q4	$401K	Hold	6,440	–	–	0.03%	74
2024 Q3	$401K	Hold	6,440	–	–	0.03%	73
2024 Q2	$377K	Hold	6,440	–	–	0.03%	69
2024 Q1	$391K	Hold	6,440	–	–	0.03%	77
2023 Q4	$357K	Hold	6,440	–	–	0.03%	70
2023 Q3	$321K	Hold	6,440	–	–	0.03%	77
2023 Q2	$337K	Hold	6,440	–	–	0.03%	75
2023 Q1	$322K	Hold	6,440	–	–	0.04%	75
2022 Q4	$312K	Sell	6,440 -190	-3%	-$9.18K	0.04%	72
2022 Q3	$291K	Hold	6,630	–	–	0.04%	76
2022 Q2	$300K	Hold	6,630	–	–	0.04%	75
2022 Q1	$356K	Sell	6,630 -3,260	-33%	-$174K	0.04%	73
2021 Q4	$560K	Buy	9,890 +3,260	+49%	+$181K	0.06%	65
2021 Q3	$349K	Hold	6,630	–	–	0.04%	66
2021 Q2	$356K	Hold	6,630	–	–	0.04%	69
2021 Q1	$345K	Hold	6,630	–	–	0.04%	66
2020 Q4	$305K	Hold	6,630	–	–	0.04%	66
2020 Q3	$246K	Hold	6,630	–	–	0.03%	71
2020 Q2	$236K	Buy	+6,630	New	+$220K	0.04%	70
2020 Q1	–	Sell	-6,465	Closed	-$266K	–	77
2019 Q4	$266K	Buy	6,465 +390	+6%	+$15.5K	0.04%	70
2019 Q3	$235K	Buy	+6,075	New	+$233K	0.04%	75

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

McDaniel Terry & Co's IJH Position: Q4 2025 in Review

McDaniel Terry & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 6,440 shares — an estimated $420K sold.

McDaniel Terry & Co first reported a position in IJH in Q3 2019 and held it in 24 quarters. The position peaked at $560K in Q4 2021. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

McDaniel Terry & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 6,440 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $420K.
McDaniel Terry & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and held it in 24 quarters.
McDaniel Terry & Co's iShares Core S&P Mid-Cap ETF position peaked at $560K in Q4 2021.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.