PBMares Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

PBMares Wealth Management’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	$1.31M	Sell	20,045 -1,396	-7%	-$89.7K	0.21%	56
2025 Q2	$1.33M	Sell	21,441 -446	-2%	-$26.2K	0.24%	52
2025 Q1	$1.28M	Buy	21,887 +1,707	+8%	+$106K	0.26%	55
2024 Q4	$1.26M	Buy	20,180 +149	+0.7%	+$9.56K	0.26%	58
2024 Q3	$1.25M	Buy	20,031 +400	+2%	+$24.1K	0.26%	55
2024 Q2	$1.15M	Buy	19,631 +3	+0%	+$176	0.28%	58
2024 Q1	$1.19M	Buy	19,628 +808	+4%	+$45.7K	0.31%	53
2023 Q4	$1.04M	Sell	18,820 -60	-0.3%	-$3.04K	0.31%	55
2023 Q3	$941K	Hold	18,880	–	–	0.34%	56
2023 Q2	$987K	Buy	18,880 +515	+3%	+$25.6K	0.35%	53
2023 Q1	$919K	Buy	18,365 +13,825	+305%	+$704K	0.34%	55
2022 Q4	$220K	Buy	+4,540	New	+$219K	0.09%	153
2022 Q3	–	Sell	-4,540	Closed	-$205K	–	157
2022 Q2	$205K	Buy	4,540 +110	+2%	+$5.43K	0.09%	151
2022 Q1	$238K	Buy	+4,430	New	+$236K	0.15%	132

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

PBMares Wealth Management's IJH Position: Q3 2025 in Review

PBMares Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q3 2025, selling an estimated $89.7K and leaving 20,045 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #56.

PBMares Wealth Management first reported a position in IJH in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.33M in Q2 2025. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

PBMares Wealth Management held 20,045 shares of iShares Core S&P Mid-Cap ETF worth $1.31M as of Q3 2025.
PBMares Wealth Management sold 1,396 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $89.7K.
iShares Core S&P Mid-Cap ETF made up 0.21% of PBMares Wealth Management's portfolio in Q3 2025, its #56 holding.
PBMares Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
PBMares Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.33M in Q2 2025.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.