Pathway Financial Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pathway Financial Advisers’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	–	Sell	-593	Closed	-$38.7K	–	247
2025 Q3	$38.7K	Buy	+593	New	+$38.1K	0.01%	254
2025 Q1	–	Sell	-707	Closed	-$44K	–	278
2024 Q4	$44K	Buy	707 +589	+499%	+$37.8K	0.01%	244
2024 Q3	$7.36K	Hold	118	–	–	﹤0.01%	312
2024 Q2	$6.88K	Buy	118 +1	+0.9%	+$59	﹤0.01%	369
2024 Q1	$7.13K	Sell	117 -8	-6%	-$453	﹤0.01%	370
2023 Q4	$6.99K	Hold	125	–	–	﹤0.01%	387
2023 Q3	$6.23K	Buy	+125	New	+$6.55K	﹤0.01%	401
2023 Q1	$6.23K	Hold	125	–	–	﹤0.01%	423
2022 Q4	$6K	Buy	+125	New	+$6.04K	﹤0.01%	476

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

Pathway Financial Advisers's IJH Position: Q4 2025 in Review

Pathway Financial Advisers sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 593 shares — an estimated $38.7K sold.

Pathway Financial Advisers first reported a position in IJH in Q4 2022 and held it in 9 quarters. The position peaked at $44K in Q4 2024. 2,636 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Pathway Financial Advisers reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 593 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $38.7K.
Pathway Financial Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's iShares Core S&P Mid-Cap ETF position peaked at $44K in Q4 2024.
2,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.