Meritage Portfolio Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Meritage Portfolio Management’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	$313K	Sell	4,741 -306	-6%	-$20K	0.02%	265
2025 Q3	$329K	Buy	5,047 +981	+24%	+$63K	0.02%	265
2025 Q2	$252K	Buy	4,066 +546	+16%	+$32.1K	0.02%	300
2025 Q1	$205K	Buy	3,520 +40	+1%	+$2.48K	0.01%	311
2024 Q4	$217K	Buy	+3,480	New	+$223K	0.01%	312

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

Meritage Portfolio Management's IJH Position: Q4 2025 in Review

Meritage Portfolio Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q4 2025, selling an estimated $20K and leaving 4,741 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #265.

Meritage Portfolio Management first reported a position in IJH in Q4 2024 and has held it in 5 quarters since. The position peaked at $329K in Q3 2025. 2,644 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Meritage Portfolio Management held 4,741 shares of iShares Core S&P Mid-Cap ETF worth $313K as of Q4 2025.
Meritage Portfolio Management sold 306 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $20K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #265 holding.
Meritage Portfolio Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Meritage Portfolio Management's iShares Core S&P Mid-Cap ETF position peaked at $329K in Q3 2025.
2,644 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.