Moody Aldrich Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Moody Aldrich Partners’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 Q1	–	Sell	-3,725	Closed	-$232K	–	188
2024 Q4	$232K	Hold	3,725	–	–	0.04%	186
2024 Q3	$232K	Hold	3,725	–	–	0.04%	182
2024 Q2	$218K	Hold	3,725	–	–	0.04%	187
2024 Q1	$226K	Hold	3,725	–	–	0.04%	202
2023 Q4	$206K	Buy	+3,725	New	+$189K	0.04%	192
2023 Q1	–	Sell	-4,525	Closed	-$219K	–	170
2022 Q4	$219K	Buy	+4,525	New	+$219K	0.04%	150
2022 Q3	–	Sell	-4,525	Closed	-$205K	–	163
2022 Q2	$205K	Hold	4,525	–	–	0.04%	140
2022 Q1	$243K	Hold	4,525	–	–	0.03%	143
2021 Q4	$256K	Hold	4,525	–	–	0.04%	143
2021 Q3	$238K	Hold	4,525	–	–	0.03%	159
2021 Q2	$243K	Hold	4,525	–	–	0.03%	162
2021 Q1	$236K	Buy	+4,525	New	+$226K	0.03%	168

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moody Aldrich Partners's IJH Position: Q1 2025 in Review

Moody Aldrich Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 3,725 shares — an estimated $232K sold.

Moody Aldrich Partners first reported a position in IJH in Q1 2021 and held it in 12 quarters. The position peaked at $256K in Q4 2021. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Moody Aldrich Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Moody Aldrich Partners sold 3,725 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $232K.
Moody Aldrich Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 12 quarters.
Moody Aldrich Partners's iShares Core S&P Mid-Cap ETF position peaked at $256K in Q4 2021.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.