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

Olympus Wealth 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 Q2	$13.4M	Buy	215,861 +43,193	+25%	+$2.54M	4.5%	6
2025 Q1	$10.1M	Buy	172,668 +48,697	+39%	+$3.02M	4.42%	7
2024 Q4	$7.72M	Buy	+123,971	New	+$7.95M	2.81%	7
2024 Q3	–	Sell	-158,442	Closed	-$9.27M	–	17
2024 Q2	$9.27M	Buy	158,442 +94,408	+147%	+$5.55M	2.9%	9
2024 Q1	$3.89M	Sell	64,034 -17,666	-22%	-$1M	2.31%	9
2023 Q4	$4.53M	Sell	81,700 -1,285	-2%	-$65.2K	2.32%	7
2023 Q3	$4.14M	Sell	82,985 -360	-0.4%	-$18.9K	2.37%	9
2023 Q2	$4.36M	Sell	83,345 -2,240	-3%	-$111K	2.35%	9
2023 Q1	$4.28M	Sell	85,585 -1,870	-2%	-$95.3K	2.35%	9
2022 Q4	$4.23M	Sell	87,455 -78,540	-47%	-$3.79M	2.12%	11
2022 Q3	$7.28M	Buy	165,995 +72,480	+78%	+$3.5M	3.14%	10
2022 Q2	$4.23M	Buy	93,515 +490	+0.5%	+$24.2K	2.36%	10
2022 Q1	$4.99M	Buy	93,025 +13,075	+16%	+$696K	2.42%	11
2021 Q4	$4.53M	Buy	+79,950	New	+$4.45M	3.14%	8

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Olympus Wealth Management's IJH Position: Q2 2025 in Review

Olympus Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 25% in Q2 2025, buying an estimated $2.54M and bringing the position to 215,861 shares worth $13.4M. The position accounts for 4.5% of the portfolio, ranked #6.

Olympus Wealth Management first reported a position in IJH in Q4 2021 and has held it in 14 quarters since. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Olympus Wealth Management held 215,861 shares of iShares Core S&P Mid-Cap ETF worth $13.4M as of Q2 2025.
Olympus Wealth Management bought 43,193 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $2.54M.
iShares Core S&P Mid-Cap ETF made up 4.5% of Olympus Wealth Management's portfolio in Q2 2025, its #6 holding.
Olympus Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.