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

Navigoe 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
2025
Q3 		– Sell
-80
Closed -$4K – 266
2025
Q2 		$4K Hold
80
– – ﹤0.01% 131
2025
Q1 		$4K Hold
80
– – ﹤0.01% 130
2024
Q4 		$4K Buy
+80
New +$5.13K ﹤0.01% 130

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Navigoe Wealth Management's IJH Position: Q3 2025 in Review

Navigoe Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 80 shares — an estimated $4K sold.

Navigoe Wealth Management first reported a position in IJH in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q2 2025. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Navigoe Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 80 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $4K.
  • Navigoe Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Navigoe Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4K in Q2 2025.
  • 2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Navigoe Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.