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

Naviter Wealth’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	–	Sell	-5,587	Closed	-$365K	–	279
2025 Q3	$365K	Hold	5,587	–	–	0.04%	218
2025 Q2	$347K	Buy	5,587 +440	+9%	+$25.8K	0.04%	224
2025 Q1	$300K	Hold	5,147	–	–	0.04%	234
2024 Q4	$321K	Hold	5,147	–	–	0.04%	234
2024 Q3	$321K	Hold	5,147	–	–	0.04%	199
2024 Q2	$301K	Buy	+5,147	New	+$302K	0.05%	196

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Naviter Wealth's IJH Position: Q4 2025 in Review

Naviter Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 5,587 shares — an estimated $365K sold.

Naviter Wealth first reported a position in IJH in Q2 2024 and held it in 6 quarters. The position peaked at $365K in Q3 2025. 2,636 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Naviter Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Naviter Wealth sold 5,587 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $365K.
Naviter Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 6 quarters.
Naviter Wealth's iShares Core S&P Mid-Cap ETF position peaked at $365K in Q3 2025.
2,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Naviter Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.