Ridgewood Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-2,000	Closed	-$124K	–	427
2025 Q2	$124K	Hold	2,000	–	–	0.05%	239
2025 Q1	$117K	Hold	2,000	–	–	0.05%	230
2024 Q4	$125K	Hold	2,000	–	–	0.06%	216
2024 Q3	$125K	Sell	2,000 -6,485	-76%	-$391K	0.06%	216
2024 Q2	$497K	Sell	8,485 -153	-2%	-$8.99K	0.25%	108
2024 Q1	$525K	Sell	8,638 -2	-0%	-$113	0.28%	115
2023 Q4	$479K	Sell	8,640 -2,820	-25%	-$143K	0.28%	112
2023 Q3	$572K	Hold	11,460	–	–	0.38%	93
2023 Q2	$599K	Hold	11,460	–	–	0.34%	91
2023 Q1	$573K	Hold	11,460	–	–	0.35%	85
2022 Q4	$554K	Hold	11,460	–	–	0.39%	89
2022 Q3	$503K	Hold	11,460	–	–	0.42%	83
2022 Q2	$518K	Hold	11,460	–	–	0.41%	81
2022 Q1	$615K	Hold	11,460	–	–	0.4%	87
2021 Q4	$649K	Buy	11,460 +5	+0%	+$278	0.41%	85
2021 Q3	$603K	Sell	11,455 -260	-2%	-$14K	0.41%	86
2021 Q2	$630K	Hold	11,715	–	–	0.4%	92
2021 Q1	$610K	Buy	11,715 +5,255	+81%	+$262K	0.37%	95
2020 Q4	$239K	Hold	6,460	–	–	0.19%	138
2020 Q3	$239K	Sell	6,460 -5	-0.1%	-$187	0.19%	139
2020 Q2	$230K	Buy	+6,465	New	+$215K	0.19%	141
2020 Q1	–	Sell	-6,465	Closed	-$266K	–	176
2019 Q4	$266K	Hold	6,465	–	–	0.19%	144
2019 Q3	$250K	Buy	6,465 +5	+0.1%	+$192	0.19%	144
2019 Q2	$251K	Hold	6,460	–	–	0.2%	144
2019 Q1	$245K	Hold	6,460	–	–	0.2%	150
2018 Q4	$260K	Hold	6,460	–	–	0.21%	135
2018 Q3	$260K	Buy	+6,460	New	+$260K	0.21%	136

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Ridgewood Investments's IJH Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 2,000 shares — an estimated $124K sold.

Ridgewood Investments first reported a position in IJH in Q3 2018 and held it in 27 quarters. The position peaked at $649K in Q4 2021. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Ridgewood Investments reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 2,000 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $124K.
Ridgewood Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and held it in 27 quarters.
Ridgewood Investments's iShares Core S&P Mid-Cap ETF position peaked at $649K in Q4 2021.
2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.