Optivise Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Optivise Advisory Services’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	-15,119	Closed	-$938K	–	219
2025 Q2	$938K	Sell	15,119 -22	-0.1%	-$1.29K	0.48%	56
2025 Q1	$883K	Buy	15,141 +38	+0.3%	+$2.36K	0.5%	50
2024 Q4	$941K	Sell	15,103 -69	-0.5%	-$4.42K	0.51%	55
2024 Q3	$946K	Sell	15,172 -6,215	-29%	-$375K	0.5%	53
2024 Q2	$1.25M	Buy	+21,387	New	+$1.26M	0.68%	40

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

Optivise Advisory Services's IJH Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 15,119 shares — an estimated $938K sold.

Optivise Advisory Services first reported a position in IJH in Q2 2024 and held it in 5 quarters. The position peaked at $1.25M in Q2 2024. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Optivise Advisory Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 15,119 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $938K.
Optivise Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $1.25M in Q2 2024.
2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.