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

Prosperity 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 Q4	$419K	Sell	6,348 -222	-3%	-$14.5K	0.14%	160
2025 Q3	$429K	Buy	6,570 +170	+3%	+$10.9K	0.15%	150
2025 Q2	$397K	Sell	6,400 -20,931	-77%	-$1.23M	0.15%	147
2025 Q1	$1.59M	Sell	27,331 -7,677	-22%	-$477K	0.75%	26
2024 Q4	$2.18M	Buy	35,008 +2,536	+8%	+$163K	0.9%	16
2024 Q3	$2.02M	Sell	32,472 -3,557	-10%	-$215K	0.81%	18
2024 Q2	$2.11M	Buy	36,029 +10,092	+39%	+$593K	1.04%	12
2024 Q1	$1.58M	Buy	25,937 +20,297	+360%	+$1.15M	0.75%	21
2023 Q4	$313K	Buy	+5,640	New	+$286K	0.2%	81
2023 Q3	–	Sell	-11,945	Closed	-$625K	–	164
2023 Q2	$625K	Sell	11,945 -4,780	-29%	-$238K	0.4%	33
2023 Q1	$837K	Buy	16,725 +6,645	+66%	+$339K	0.66%	33
2022 Q4	$488K	Buy	+10,080	New	+$487K	0.46%	48

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

Prosperity Wealth Management's IJH Position: Q4 2025 in Review

Prosperity Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q4 2025, selling an estimated $14.5K and leaving 6,348 shares worth $419K. The position accounts for 0.14% of the portfolio, ranked #160.

Prosperity Wealth Management first reported a position in IJH in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.18M in Q4 2024. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Prosperity Wealth Management held 6,348 shares of iShares Core S&P Mid-Cap ETF worth $419K as of Q4 2025.
Prosperity Wealth Management sold 222 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $14.5K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Prosperity Wealth Management's portfolio in Q4 2025, its #160 holding.
Prosperity Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 12 quarters since.
Prosperity Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.18M in Q4 2024.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.