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

Proathlete 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 Q2	–	Sell	-340,235	Closed	-$19.9M	–	320
2025 Q1	$19.9M	Buy	340,235 +20,136	+6%	+$1.25M	7.24%	4
2024 Q4	$19.9M	Buy	320,099 +21,675	+7%	+$1.39M	7.51%	4
2024 Q3	$18.6M	Buy	298,424 +16,377	+6%	+$988K	7.66%	4
2024 Q2	$16.5M	Buy	282,047 +13,756	+5%	+$808K	7.81%	4
2024 Q1	$16.3M	Buy	268,291 +9,936	+4%	+$563K	8.67%	4
2023 Q4	$14.3M	Buy	+258,355	New	+$13.1M	8.47%	4

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Proathlete Wealth Management's IJH Position: Q2 2025 in Review

Proathlete Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 340,235 shares — an estimated $19.9M sold.

Proathlete Wealth Management first reported a position in IJH in Q4 2023 and held it in 6 quarters. The position peaked at $19.9M in Q4 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Proathlete Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Proathlete Wealth Management sold 340,235 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $19.9M.
Proathlete Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 6 quarters.
Proathlete Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $19.9M in Q4 2024.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Proathlete Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.