New Century Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

New Century Financial Group’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	-5,993	Closed	-$391K	–	26
2025 Q3	$391K	Sell	5,993 -449	-7%	-$28.9K	0.7%	45
2025 Q2	$400K	Buy	6,442 +2,256	+54%	+$132K	0.47%	56
2025 Q1	$244K	Sell	4,186 -11,042	-73%	-$686K	0.28%	108
2024 Q4	$958K	Sell	15,228 -5,723	-27%	-$367K	0.41%	63
2024 Q3	$1.31M	Sell	20,951 -243	-1%	-$14.7K	0.48%	47
2024 Q2	$1.24M	Buy	+21,194	New	+$1.25M	0.53%	39

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New Century Financial Group's IJH Position: Q4 2025 in Review

New Century Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 5,993 shares — an estimated $391K sold.

New Century Financial Group first reported a position in IJH in Q2 2024 and held it in 6 quarters. The position peaked at $1.31M in Q3 2024. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

New Century Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 5,993 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $391K.
New Century Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 6 quarters.
New Century Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $1.31M in Q3 2024.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.