Palo Alto Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Palo Alto Wealth 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	$644K	Buy	+9,855	New	+$633K	0.19%	33

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

Palo Alto Wealth Advisors's IJH Position: Q3 2025 in Review

Palo Alto Wealth Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025: 9,855 shares worth $644K. The stake represents 0.19% of the portfolio and ranks #33 among its holdings.

2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Palo Alto Wealth Advisors held 9,855 shares of iShares Core S&P Mid-Cap ETF worth $644K as of Q3 2025.
iShares Core S&P Mid-Cap ETF was a new Palo Alto Wealth Advisors position in Q3 2025.
iShares Core S&P Mid-Cap ETF made up 0.19% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #33 holding.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.