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Nichols & Pratt Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Nichols & Pratt Advisers’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
-4,000
Closed -$248K – 107
2025
Q2 		$248K Buy
+4,000
New +$235K 0.02% 98

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

Nichols & Pratt Advisers's IJH Position: Q3 2025 in Review

Nichols & Pratt Advisers sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 4,000 shares — an estimated $248K sold.

Nichols & Pratt Advisers first reported a position in IJH in Q2 2025 and held it in 1 quarter. The position peaked at $248K in Q2 2025. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Nichols & Pratt Advisers reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Nichols & Pratt Advisers sold 4,000 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $248K.
  • Nichols & Pratt Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Nichols & Pratt Advisers's iShares Core S&P Mid-Cap ETF position peaked at $248K 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 Nichols & Pratt Advisers's 13F filing for Q3 2025, filed 4 Nov 2025.