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

MeadowBrook Investment 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	-360	Closed	-$22.3K	–	202
2025 Q2	$22.3K	Hold	360	–	–	0.02%	229
2025 Q1	$21K	Hold	360	–	–	0.02%	219
2024 Q4	$22.4K	Hold	360	–	–	0.02%	218
2024 Q3	$22.4K	Hold	360	–	–	0.02%	213
2024 Q2	$21.1K	Hold	360	–	–	0.02%	209
2024 Q1	$21.9K	Hold	360	–	–	0.02%	212
2023 Q4	$20K	Buy	+360	New	+$18.3K	0.02%	219

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 22.9% 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

MeadowBrook Investment Advisors's IJH Position: Q3 2025 in Review

MeadowBrook Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 360 shares — an estimated $22.3K sold.

MeadowBrook Investment Advisors first reported a position in IJH in Q4 2023 and held it in 7 quarters. The position peaked at $22.4K in Q3 2024. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

MeadowBrook Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 360 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $22.3K.
MeadowBrook Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 7 quarters.
MeadowBrook Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $22.4K in Q3 2024.
2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.