MWM
IJH icon

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

Merriman Wealth 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
2024
Q4 		$814K Sell
13,063
-72
-0.5% -$4.62K 0.03% 94
2024
Q3 		$819K Buy
13,135
+298
+2% +$18K 0.03% 112
2024
Q2 		$751K Buy
12,837
+882
+7% +$51.8K 0.03% 114
2024
Q1 		$726K Buy
11,955
+1,275
+12% +$72.2K 0.03% 116
2023
Q4 		$592K Sell
10,680
-290
-3% -$14.7K 0.03% 119
2023
Q3 		$549K Sell
10,970
-235
-2% -$12.3K 0.03% 111
2023
Q2 		$586K Buy
11,205
+420
+4% +$20.9K 0.03% 127
2023
Q1 		$540K Hold
10,785
– – 0.03% 124
2022
Q4 		$522K Sell
10,785
-550
-5% -$26.6K 0.03% 140
2022
Q3 		$497K Sell
11,335
-90
-0.8% -$4.35K 0.03% 100
2022
Q2 		$517K Sell
11,425
-120,445
-91% -$5.95M 0.04% 97
2022
Q1 		$7.08M Buy
131,870
+120,250
+1,035% +$6.4M 0.58% 30
2021
Q4 		$658K Sell
11,620
-80
-0.7% -$4.45K 0.05% 128
2021
Q3 		$616K Buy
11,700
+715
+7% +$38.5K 0.05% 123
2021
Q2 		$590K Hold
10,985
– – 0.05% 146
2021
Q1 		$572K Buy
10,985
+3,020
+38% +$151K 0.07% 123
2020
Q4 		$367K Sell
7,965
-3,070
-28% -$129K 0.04% 161
2020
Q3 		$409K Sell
11,035
-1,220
-10% -$45.6K 0.06% 117
2020
Q2 		$436K Sell
12,255
-5,455
-31% -$181K 0.07% 114
2020
Q1 		$510K Sell
17,710
-124,225
-88% -$4.62M 0.11% 84
2019
Q4 		$5.84M Sell
141,935
-965
-0.7% -$38.2K 1.13% 29
2019
Q3 		$5.52M Buy
142,900
+125,875
+739% +$4.84M 1.12% 30
2019
Q2 		$6.63K Sell
17,025
-1,745
-9% -$66.9K 0.13% 104
2019
Q1 		$711K Sell
18,770
-1,790
-9% -$66.1K 0.13% 112
2018
Q4 		$692K Sell
20,560
-4,310
-17% -$157K 0.15% 80
2018
Q3 		$1M Sell
24,870
-10,130
-29% -$407K 0.21% 81
2018
Q2 		$1.36M Sell
35,000
-12,200
-26% -$471K 0.31% 58
2018
Q1 		$1.77M Buy
+47,200
New +$1.81M 0.47% 47
2017
Q4 		– Sell
-88,825
Closed -$3.18M – 176
2017
Q3 		$3.18M Buy
+88,825
New +$3.09M 0.76% 38

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Merriman Wealth Management's IJH Position: Q4 2024 in Review

Merriman Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.55% in Q4 2024, selling an estimated $4.62K and leaving 13,063 shares worth $814K. The position accounts for 0.03% of the portfolio, ranked #94.

Merriman Wealth Management first reported a position in IJH in Q3 2017 and has held it in 29 quarters since. The position peaked at $7.08M in Q1 2022. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Merriman Wealth Management held 13,063 shares of iShares Core S&P Mid-Cap ETF worth $814K as of Q4 2024.
  • Merriman Wealth Management sold 72 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $4.62K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #94 holding.
  • Merriman Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 29 quarters since.
  • Merriman Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.08M in Q1 2022.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.