Optimum Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Optimum Investment Advisors’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	$299K	Hold	4,585	–	–	0.12%	150
2025 Q2	$284K	Sell	4,585 -300	-6%	-$17.6K	0.12%	145
2025 Q1	$285K	Hold	4,885	–	–	0.13%	139
2024 Q4	$304K	Sell	4,885 -1,875	-28%	-$120K	0.13%	141
2024 Q3	$421K	Hold	6,760	–	–	0.18%	112
2024 Q2	$396K	Hold	6,760	–	–	0.18%	119
2024 Q1	$411K	Hold	6,760	–	–	0.19%	112
2023 Q4	$375K	Sell	6,760 -45	-0.7%	-$2.28K	0.19%	114
2023 Q3	$339K	Buy	6,805 +45	+0.7%	+$2.36K	0.17%	130
2023 Q2	$354K	Hold	6,760	–	–	0.17%	129
2023 Q1	$338K	Hold	6,760	–	–	0.18%	130
2022 Q4	$327K	Hold	6,760	–	–	0.18%	136
2022 Q3	$296K	Hold	6,760	–	–	0.16%	139
2022 Q2	$306K	Hold	6,760	–	–	0.15%	141
2022 Q1	$363K	Buy	6,760 +10	+0.1%	+$532	0.15%	141
2021 Q4	$382K	Hold	6,750	–	–	0.15%	141
2021 Q3	$355K	Sell	6,750 -6,285	-48%	-$338K	0.15%	145
2021 Q2	$701K	Sell	13,035 -330	-2%	-$17.8K	0.22%	101
2021 Q1	$696K	Buy	13,365 +15	+0.1%	+$749	0.2%	110
2020 Q4	$614K	Buy	13,350 +10	+0.1%	+$421	0.19%	119
2020 Q3	$494K	Buy	13,340 +20	+0.2%	+$748	0.17%	131
2020 Q2	$474K	Buy	13,320 +15	+0.1%	+$498	0.17%	137
2020 Q1	$383K	Sell	13,305 -345	-3%	-$12.8K	0.16%	143
2019 Q4	$562K	Buy	13,650 +20	+0.1%	+$793	0.17%	148
2019 Q3	$527K	Buy	13,630 +375	+3%	+$14.4K	0.17%	147
2019 Q2	$515K	Buy	13,255 +20	+0.2%	+$767	0.17%	147
2019 Q1	$501K	Sell	13,235 -455	-3%	-$16.8K	0.16%	150
2018 Q4	$455K	Sell	13,690 -4,845	-26%	-$177K	0.16%	153
2018 Q3	$746K	Buy	18,535 +375	+2%	+$15.1K	0.21%	122
2018 Q2	$707K	Buy	18,160 +15	+0.1%	+$579	0.2%	123
2018 Q1	$681K	Sell	18,145 -410	-2%	-$15.7K	0.2%	126
2017 Q4	$704K	Buy	18,555 +10	+0.1%	+$370	0.22%	132
2017 Q3	$664K	Buy	18,545 +610	+3%	+$21.2K	0.22%	135
2017 Q2	$624K	Hold	17,935	–	–	0.22%	138
2017 Q1	$614K	Buy	17,935 +4,390	+32%	+$149K	0.22%	135
2016 Q4	$448K	Buy	13,545 +6,670	+97%	+$212K	0.17%	162
2016 Q3	$213K	Hold	6,875	–	–	0.08%	261
2016 Q2	$205K	Sell	6,875 -375	-5%	-$11K	0.08%	255
2016 Q1	$209K	Hold	7,250	–	–	0.08%	248
2015 Q4	$202K	Sell	7,250 -1,000	-12%	-$28.6K	0.08%	260
2015 Q3	$225K	Buy	+8,250	New	+$240K	0.09%	239
2015 Q1	$251K	Hold	8,250	–	–	0.08%	253
2014 Q4	$239K	Hold	8,250	–	–	0.08%	246
2014 Q3	$228K	Sell	8,250 -225	-3%	-$6.34K	0.08%	234
2014 Q2	$243K	Buy	8,475 +240	+3%	+$6.59K	0.08%	232
2014 Q1	$226K	Hold	8,235	–	–	0.08%	209
2013 Q4	$220K	Hold	8,235	–	–	0.08%	205
2013 Q3	$204K	Buy	+8,235	New	+$201K	0.08%	199

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

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

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

Optimum Investment Advisors's IJH Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2025 at 4,585 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #150.

Optimum Investment Advisors first reported a position in IJH in Q3 2013 and has held it in 48 quarters since. The position peaked at $746K in Q3 2018. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Optimum Investment Advisors held 4,585 shares of iShares Core S&P Mid-Cap ETF worth $299K as of Q3 2025.
Optimum Investment Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Mid-Cap ETF made up 0.12% of Optimum Investment Advisors's portfolio in Q3 2025, its #150 holding.
Optimum Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $746K in Q3 2018.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.