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

Rappaport Reiches 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	$358K	Sell	6,135 -510	-8%	-$31.7K	0.09%	78
2024 Q4	$414K	Sell	6,645 -475	-7%	-$30.5K	0.11%	65
2024 Q3	$444K	Hold	7,120	–	–	0.12%	65
2024 Q2	$417K	Hold	7,120	–	–	0.12%	64
2024 Q1	$432K	Hold	7,120	–	–	0.14%	67
2023 Q4	$395K	Hold	7,120	–	–	0.14%	57
2023 Q3	$355K	Sell	7,120 -265	-4%	-$13.9K	0.15%	54
2023 Q2	$386K	Buy	7,385 +265	+4%	+$13.2K	0.16%	56
2023 Q1	$356K	Hold	7,120	–	–	0.16%	58
2022 Q4	$344K	Hold	7,120	–	–	0.17%	53
2022 Q3	$312K	Hold	7,120	–	–	0.16%	53
2022 Q2	$322K	Hold	7,120	–	–	0.16%	54
2022 Q1	$382K	Sell	7,120 -1,125	-14%	-$59.9K	0.2%	50
2021 Q4	$467K	Hold	8,245	–	–	0.4%	35
2021 Q3	$434K	Hold	8,245	–	–	0.43%	34
2021 Q2	$443K	Buy	+8,245	New	+$445K	0.47%	32

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

Rappaport Reiches Capital Management's IJH Position: Q1 2025 in Review

Rappaport Reiches Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.7% in Q1 2025, selling an estimated $31.7K and leaving 6,135 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #78.

Rappaport Reiches Capital Management first reported a position in IJH in Q2 2021 and has held it in 16 quarters since. The position peaked at $467K in Q4 2021. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Rappaport Reiches Capital Management held 6,135 shares of iShares Core S&P Mid-Cap ETF worth $358K as of Q1 2025.
Rappaport Reiches Capital Management sold 510 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $31.7K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #78 holding.
Rappaport Reiches Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 16 quarters since.
Rappaport Reiches Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $467K in Q4 2021.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.