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

OneAscent 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 Q3	–	Sell	-3,276	Closed	-$203K	–	186
2025 Q2	$203K	Sell	3,276 -1,193	-27%	-$70K	0.07%	165
2025 Q1	$261K	Sell	4,469 -240	-5%	-$14.9K	0.11%	118
2024 Q4	$293K	Sell	4,709 -47	-1%	-$3.01K	0.12%	113
2024 Q3	$296K	Buy	+4,756	New	+$287K	0.11%	131
2024 Q2	–	Sell	-5,269	Closed	-$320K	–	131
2024 Q1	$320K	Sell	5,269 -281	-5%	-$15.9K	0.12%	122
2023 Q4	$308K	Buy	+5,550	New	+$281K	0.12%	114
2023 Q2	–	Sell	-4,070	Closed	-$204K	–	146
2023 Q1	$204K	Buy	+4,070	New	+$207K	0.08%	173

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

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

OneAscent Wealth Management's IJH Position: Q3 2025 in Review

OneAscent Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 3,276 shares — an estimated $203K sold.

OneAscent Wealth Management first reported a position in IJH in Q1 2023 and held it in 7 quarters. The position peaked at $320K in Q1 2024. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

OneAscent Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
OneAscent Wealth Management sold 3,276 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $203K.
OneAscent Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 7 quarters.
OneAscent Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $320K in Q1 2024.
2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on OneAscent Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.