North Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

North Capital’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	-571	Closed	-$37.3K	–	383
2025 Q3	$37.3K	Buy	571 +326	+133%	+$20.9K	0.03%	250
2025 Q2	$15.2K	Hold	245	–	–	0.01%	332
2025 Q1	$14.3K	Buy	+245	New	+$15.2K	0.01%	328

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

North Capital's IJH Position: Q4 2025 in Review

North Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 571 shares — an estimated $37.3K sold.

North Capital first reported a position in IJH in Q1 2025 and held it in 3 quarters. The position peaked at $37.3K in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

North Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 571 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $37.3K.
North Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and held it in 3 quarters.
North Capital's iShares Core S&P Mid-Cap ETF position peaked at $37.3K in Q3 2025.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.