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Northeast Financial Consultants’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Northeast Financial Consultants’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
Q2 		$1.12M Buy
18,053
+400
+2% +$23.5K 0.05% 151
2025
Q1 		$1.03M Buy
17,653
+3
+0% +$186 0.05% 149
2024
Q4 		$1.1M Sell
17,650
-122
-0.7% -$7.83K 0.05% 147
2024
Q3 		$1.11M Buy
17,772
+131
+0.7% +$7.9K 0.05% 148
2024
Q2 		$1.03M Buy
17,641
+4,494
+34% +$264K 0.05% 146
2024
Q1 		$799K Buy
13,147
+2
+0% +$113 0.04% 155
2023
Q4 		$729K Buy
13,145
+10
+0.1% +$507 0.04% 160
2023
Q3 		$655K Hold
13,135
– – 0.04% 159
2023
Q2 		$687K Buy
13,135
+5
+0% +$248 0.04% 157
2023
Q1 		$657K Buy
13,130
+5
+0% +$255 0.04% 163
2022
Q4 		$635K Buy
13,125
+5
+0% +$242 0.04% 161
2022
Q3 		$575K Buy
13,120
+5
+0% +$242 0.04% 170
2022
Q2 		$593K Sell
13,115
-2,925
-18% -$144K 0.04% 173
2022
Q1 		$861K Buy
16,040
+380
+2% +$20.2K 0.05% 170
2021
Q4 		$886K Buy
15,660
+5
+0% +$278 0.05% 167
2021
Q3 		$824K Buy
15,655
+5
+0% +$269 0.06% 177
2021
Q2 		$841K Buy
15,650
+380
+2% +$20.5K 0.06% 175
2021
Q1 		$795K Buy
15,270
+600
+4% +$30K 0.06% 160
2020
Q4 		$674K Buy
14,670
+505
+4% +$21.3K 0.06% 163
2020
Q3 		$525K Buy
14,165
+505
+4% +$18.9K 0.05% 171
2020
Q2 		$486K Buy
13,660
+5
+0% +$166 0.05% 170
2020
Q1 		$393K Buy
13,655
+5
+0% +$186 0.04% 178
2019
Q4 		$562K Buy
13,650
+5
+0% +$198 0.05% 175
2019
Q3 		$527K Buy
13,645
+5
+0% +$192 0.05% 180
2019
Q2 		$530K Buy
13,640
+5
+0% +$192 0.05% 179
2019
Q1 		$517K Buy
+13,635
New +$504K 0.06% 176
2018
Q4 		– Sell
-12,575
Closed -$506K – 178
2018
Q3 		$506K Buy
+12,575
New +$505K 0.14% 87

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northeast Financial Consultants's IJH Position: Q2 2025 in Review

Northeast Financial Consultants increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2025, buying an estimated $23.5K and bringing the position to 18,053 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #151.

Northeast Financial Consultants first reported a position in IJH in Q3 2018 and has held it in 27 quarters since. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Northeast Financial Consultants held 18,053 shares of iShares Core S&P Mid-Cap ETF worth $1.12M as of Q2 2025.
  • Northeast Financial Consultants bought 400 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $23.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Northeast Financial Consultants's portfolio in Q2 2025, its #151 holding.
  • Northeast Financial Consultants first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 27 quarters since.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.