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

Reston 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	–	Sell	-3,357	Closed	-$219K	–	65
2025 Q3	$219K	Buy	3,357 +11	+0.3%	+$707	0.07%	51
2025 Q2	$208K	Buy	+3,346	New	+$196K	0.07%	53
2025 Q1	–	Sell	-3,326	Closed	-$207K	–	50
2024 Q4	$207K	Sell	3,326 -137	-4%	-$8.79K	0.08%	48
2024 Q3	$216K	Buy	3,463 +13	+0.4%	+$784	0.08%	47
2024 Q2	$202K	Buy	3,450 +10	+0.3%	+$587	0.08%	52
2024 Q1	$209K	Buy	+3,440	New	+$195K	0.08%	51

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Reston Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 3,357 shares — an estimated $219K sold.

Reston Wealth Management first reported a position in IJH in Q1 2024 and held it in 6 quarters. The position peaked at $219K in Q3 2025. 2,645 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Reston Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Reston Wealth Management sold 3,357 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $219K.
Reston Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 6 quarters.
Reston Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $219K in Q3 2025.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Reston Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.