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

Presidio Capital 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 Q1	–	Sell	-24,089	Closed	-$1.5M	–	80
2024 Q4	$1.5M	Buy	24,089 +6,326	+36%	+$406K	0.8%	16
2024 Q3	$1.11M	Sell	17,763 -3,205	-15%	-$193K	0.71%	20
2024 Q2	$1.23M	Buy	+20,968	New	+$1.23M	0.86%	19
2024 Q1	–	Sell	-32,500	Closed	-$1.8M	–	51
2023 Q4	$1.8M	Buy	32,500 +1,485	+5%	+$75.3K	1.41%	10
2023 Q3	$1.55M	Buy	31,015 +450	+1%	+$23.6K	1.36%	10
2023 Q2	$1.6M	Buy	30,565 +3,025	+11%	+$150K	1.28%	11
2023 Q1	$1.38M	Buy	27,540 +4,540	+20%	+$231K	1.2%	10
2022 Q4	$1.11M	Buy	+23,000	New	+$1.11M	1.01%	15

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Presidio Capital Management's IJH Position: Q1 2025 in Review

Presidio Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 24,089 shares — an estimated $1.5M sold.

Presidio Capital Management first reported a position in IJH in Q4 2022 and held it in 8 quarters. The position peaked at $1.8M in Q4 2023. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Presidio Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Presidio Capital Management sold 24,089 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $1.5M.
Presidio Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 8 quarters.
Presidio Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.8M in Q4 2023.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Presidio Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.