O'Dell Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

O'Dell 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 Q1	–	Sell	-4,155	Closed	-$259K	–	61
2024 Q4	$259K	Buy	+4,155	New	+$266K	0.06%	82
2024 Q1	–	Sell	-3,105	Closed	-$172K	–	268
2023 Q4	$172K	Buy	+3,105	New	+$157K	0.05%	93
2023 Q3	–	Sell	-465	Closed	-$24.3K	–	258
2023 Q2	$24.3K	Buy	+465	New	+$23.1K	0.01%	263
2022 Q4	–	Sell	-365	Closed	-$16K	–	224
2022 Q3	$16K	Hold	365	–	–	0.01%	249
2022 Q2	$17K	Hold	365	–	–	0.01%	240
2022 Q1	$20K	Hold	365	–	–	0.01%	252
2021 Q4	$21K	Sell	365 -45	-11%	-$2.5K	0.01%	233
2021 Q3	$22K	Buy	+410	New	+$22.1K	0.01%	226

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Dell Group's IJH Position: Q1 2025 in Review

O'Dell Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 4,155 shares — an estimated $259K sold.

O'Dell Group first reported a position in IJH in Q3 2021 and held it in 8 quarters. The position peaked at $259K in Q4 2024. 2,425 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

O'Dell Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 4,155 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $259K.
O'Dell Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 8 quarters.
O'Dell Group's iShares Core S&P Mid-Cap ETF position peaked at $259K in Q4 2024.
2,425 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.