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

Northwest Capital Management’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	$565K	Sell	8,568 -240	-3%	-$15.7K	2.45%	11
2025 Q3	$575K	Sell	8,808 -2,395	-21%	-$154K	0.6%	44
2025 Q2	$695K	Sell	11,203 -540	-5%	-$31.7K	0.38%	64
2025 Q1	$685K	Buy	11,743 +4,298	+58%	+$267K	0.28%	67
2024 Q4	$464K	Hold	7,445	–	–	0.2%	74
2024 Q3	$464K	Hold	7,445	–	–	0.17%	69
2024 Q2	$436K	Sell	7,445 -36	-0.5%	-$2.12K	0.16%	70
2024 Q1	$454K	Buy	7,481 +3,336	+80%	+$189K	0.15%	78
2023 Q4	$230K	Buy	4,145 +75	+2%	+$3.8K	0.08%	107
2023 Q3	$203K	Hold	4,070	–	–	0.08%	107
2023 Q2	$213K	Sell	4,070 -40	-1%	-$1.99K	0.09%	102
2023 Q1	$206K	Sell	4,110 -2,420	-37%	-$123K	0.1%	98
2022 Q4	$316K	Hold	6,530	–	–	0.17%	73
2022 Q3	$286K	Hold	6,530	–	–	0.17%	71
2022 Q2	$295K	Buy	6,530 +2,100	+47%	+$104K	0.15%	72
2022 Q1	$238K	Buy	+4,430	New	+$236K	0.11%	85
2019 Q4	–	Sell	-5,575	Closed	-$215K	–	64
2019 Q3	$215K	Hold	5,575	–	–	0.23%	55
2019 Q2	$216K	Hold	5,575	–	–	0.24%	56
2019 Q1	$211K	Buy	+5,575	New	+$206K	0.25%	60
2018 Q4	–	Sell	-5,385	Closed	-$217K	–	71
2018 Q3	$217K	Buy	+5,385	New	+$216K	0.23%	67

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

Northwest Capital Management's IJH Position: Q4 2025 in Review

Northwest Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q4 2025, selling an estimated $15.7K and leaving 8,568 shares worth $565K. The position accounts for 2.45% of the portfolio, ranked #11.

Northwest Capital Management first reported a position in IJH in Q3 2018 and has held it in 20 quarters since. The position peaked at $695K in Q2 2025. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Northwest Capital Management held 8,568 shares of iShares Core S&P Mid-Cap ETF worth $565K as of Q4 2025.
Northwest Capital Management sold 240 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $15.7K.
iShares Core S&P Mid-Cap ETF made up 2.45% of Northwest Capital Management's portfolio in Q4 2025, its #11 holding.
Northwest Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 20 quarters since.
Northwest Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $695K in Q2 2025.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.