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

New Millennium 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	$35.2K	Sell	533 -4	-0.7%	-$262	0.02%	139
2025 Q3	$35.1K	Buy	537 +225	+72%	+$14.5K	0.02%	144
2025 Q2	$19.4K	Sell	312 -90	-22%	-$5.28K	0.01%	154
2025 Q1	$23.5K	Sell	402 -50	-11%	-$3.1K	0.02%	137
2024 Q4	$28.2K	Buy	452 +317	+235%	+$20.3K	0.02%	130
2024 Q3	$8.38K	Sell	135 -78	-37%	-$4.7K	0.01%	194
2024 Q2	$12.5K	Buy	+213	New	+$12.5K	0.01%	171
2024 Q1	–	Sell	-485	Closed	-$27.3K	–	218
2023 Q4	$27.3K	Sell	485 -61,885	-99%	-$3.14M	0.02%	130
2023 Q3	$3.11M	Sell	62,370 -620	-1%	-$32.5K	2.84%	11
2023 Q2	$3.29M	Sell	62,990 -4,820	-7%	-$240K	3.02%	11
2023 Q1	$3.39M	Sell	67,810 -650	-0.9%	-$33.1K	3.41%	10
2022 Q4	$3.31M	Sell	68,460 -2,520	-4%	-$122K	3.53%	12
2022 Q3	$3.11M	Sell	70,980 -3,460	-5%	-$167K	3.43%	12
2022 Q2	$3.37M	Buy	+74,440	New	+$3.67M	3.45%	12

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

New Millennium Group's IJH Position: Q4 2025 in Review

New Millennium Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.74% in Q4 2025, selling an estimated $262 and leaving 533 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #139.

New Millennium Group first reported a position in IJH in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.39M in Q1 2023. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

New Millennium Group held 533 shares of iShares Core S&P Mid-Cap ETF worth $35.2K as of Q4 2025.
New Millennium Group sold 4 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $262.
iShares Core S&P Mid-Cap ETF made up 0.02% of New Millennium Group's portfolio in Q4 2025, its #139 holding.
New Millennium Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's iShares Core S&P Mid-Cap ETF position peaked at $3.39M in Q1 2023.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.