ORG Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

ORG Partners’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 Q4	$1.16M	Sell	17,650 -6,188	-26%	-$405K	0.21%	107
2025 Q3	$1.48M	Sell	23,838 -5,718	-19%	-$367K	0.27%	79
2025 Q2	$1.86M	Sell	29,556 -3,379	-10%	-$198K	0.4%	55
2025 Q1	$1.93M	Sell	32,935 -95,797	-74%	-$5.95M	0.47%	42
2024 Q4	$8.02M	Buy	128,732 +65,447	+103%	+$4.2M	1.09%	24
2024 Q3	$3.94M	Buy	63,285 +27,094	+75%	+$1.63M	0.63%	35
2024 Q2	$2.1M	Buy	+36,191	New	+$2.13M	0.26%	74
2024 Q1	–	Sell	-37,400	Closed	-$2.07M	–	776
2023 Q4	$2.07M	Buy	37,400 +23,280	+165%	+$1.18M	0.35%	58
2023 Q3	$704K	Sell	14,120 -24,365	-63%	-$1.28M	0.21%	114
2023 Q2	$2.02M	Buy	+38,485	New	+$1.91M	0.33%	58

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

ORG Partners's IJH Position: Q4 2025 in Review

ORG Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q4 2025, selling an estimated $405K and leaving 17,650 shares worth $1.16M. The position accounts for 0.21% of the portfolio, ranked #107.

ORG Partners first reported a position in IJH in Q2 2023 and has held it in 10 quarters since. The position peaked at $8.02M in Q4 2024. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

ORG Partners held 17,650 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q4 2025.
ORG Partners sold 6,188 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $405K.
iShares Core S&P Mid-Cap ETF made up 0.21% of ORG Partners's portfolio in Q4 2025, its #107 holding.
ORG Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's iShares Core S&P Mid-Cap ETF position peaked at $8.02M in Q4 2024.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.