Moloney Securities Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.07M | Sell |
47,094
-12,109
| -20% | -$778K | 0.37% | 61 |
|
|
2025
Q2 | $3.67M | Sell |
59,203
-8,832
| -13% | -$518K | 0.45% | 44 |
|
|
2025
Q1 | $3.97M | Buy |
68,035
+2,125
| +3% | +$132K | 0.54% | 35 |
|
|
2024
Q4 | $4.11M | Buy |
65,910
+4,842
| +8% | +$311K | 0.55% | 45 |
|
|
2024
Q3 | $3.81M | Buy |
61,068
+5,142
| +9% | +$310K | 0.51% | 50 |
|
|
2024
Q2 | $3.27M | Buy |
55,926
+10,795
| +24% | +$634K | 0.47% | 51 |
|
|
2024
Q1 | $2.74M | Buy |
45,131
+2,176
| +5% | +$123K | 0.41% | 67 |
|
|
2023
Q4 | $2.38M | Sell |
42,955
-1,240
| -3% | -$62.9K | 0.38% | 68 |
|
|
2023
Q3 | $2.2M | Sell |
44,195
-755
| -2% | -$39.6K | 0.4% | 65 |
|
|
2023
Q2 | $2.35M | Sell |
44,950
-3,525
| -7% | -$175K | 0.42% | 61 |
|
|
2023
Q1 | $2.43M | Sell |
48,475
-410
| -0.8% | -$20.9K | 0.45% | 58 |
|
|
2022
Q4 | $2.37M | Sell |
48,885
-945
| -2% | -$45.7K | 0.52% | 50 |
|
|
2022
Q3 | $2.19M | Sell |
49,830
-630
| -1% | -$30.5K | 0.53% | 50 |
|
|
2022
Q2 | $2.28M | Buy |
50,460
+470
| +0.9% | +$23.2K | 0.53% | 50 |
|
|
2022
Q1 | $2.68M | Sell |
49,990
-2,120
| -4% | -$113K | 0.52% | 49 |
|
|
2021
Q4 | $2.95M | Sell |
52,110
-690
| -1% | -$38.4K | 0.5% | 47 |
|
|
2021
Q3 | $2.78M | Buy |
52,800
+85
| +0.2% | +$4.57K | 0.51% | 57 |
|
|
2021
Q2 | $2.83M | Buy |
52,715
+1,230
| +2% | +$66.4K | 0.52% | 56 |
|
|
2021
Q1 | $2.68M | Sell |
51,485
-4,195
| -8% | -$209K | 0.53% | 57 |
|
|
2020
Q4 | $2.56M | Sell |
55,680
-1,345
| -2% | -$56.7K | 0.57% | 49 |
|
|
2020
Q3 | $2.11M | Sell |
57,025
-38,515
| -40% | -$1.44M | 0.56% | 54 |
|
|
2020
Q2 | $3.4M | Sell |
95,540
-35,640
| -27% | -$1.18M | 0.99% | 21 |
|
|
2020
Q1 | $3.77M | Buy |
131,180
+5,040
| +4% | +$187K | 1.35% | 10 |
|
|
2019
Q4 | $5.19M | Sell |
126,140
-8,315
| -6% | -$330K | 1.6% | 6 |
|
|
2019
Q3 | $5.2M | Sell |
134,455
-66,320
| -33% | -$2.55M | 1.74% | 7 |
|
|
2019
Q2 | $7.8M | Buy |
200,775
+11,760
| +6% | +$451K | 2.6% | 1 |
|
|
2019
Q1 | $7.16M | Sell |
189,015
-21,175
| -10% | -$782K | 2.47% | 2 |
|
|
2018
Q4 | $6.98M | Sell |
210,190
-4,200
| -2% | -$153K | 2.86% | 2 |
|
|
2018
Q3 | $8.63M | Buy |
214,390
+28,625
| +15% | +$1.15M | 2.99% | 1 |
|
|
2018
Q2 | $7.24M | Buy |
185,765
+4,795
| +3% | +$185K | 2.75% | 1 |
|
|
2018
Q1 | $6.79M | Buy |
180,970
+3,450
| +2% | +$132K | 2.75% | 1 |
|
|
2017
Q4 | $6.74M | Buy |
177,520
+26,685
| +18% | +$987K | 2.83% | 2 |
|
|
2017
Q3 | $5.4M | Sell |
150,835
-470
| -0.3% | -$16.4K | 2.4% | 3 |
|
|
2017
Q2 | $5.26M | Buy |
151,305
+10,650
| +8% | +$368K | 2.62% | 2 |
|
|
2017
Q1 | $4.82M | Buy |
140,655
+15,220
| +12% | +$518K | 2.49% | 3 |
|
|
2016
Q4 | $4.15M | Buy |
+125,435
| New | +$3.98M | 2.5% | 4 |
|
Other funds holding IJH
Moloney Securities Asset Management's IJH Position: Q3 2025 in Review
Moloney Securities Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q3 2025, selling an estimated $778K and leaving 47,094 shares worth $3.07M. The position accounts for 0.37% of the portfolio, ranked #61.
Moloney Securities Asset Management first reported a position in IJH in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.63M in Q3 2018. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.
- Moloney Securities Asset Management held 47,094 shares of iShares Core S&P Mid-Cap ETF worth $3.07M as of Q3 2025.
- Moloney Securities Asset Management sold 12,109 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $778K.
- iShares Core S&P Mid-Cap ETF made up 0.37% of Moloney Securities Asset Management's portfolio in Q3 2025, its #61 holding.
- Moloney Securities Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 36 quarters since.
- Moloney Securities Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $8.63M in Q3 2018.
- 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.