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

RMR 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 Q2	–	Sell	-3,785	Closed	-$221K	–	75
2025 Q1	$221K	Hold	3,785	–	–	0.16%	71
2024 Q4	$236K	Hold	3,785	–	–	0.17%	67
2024 Q3	$236K	Hold	3,785	–	–	0.19%	66
2024 Q2	$221K	Hold	3,785	–	–	0.2%	63
2024 Q1	$230K	Buy	+3,785	New	+$214K	0.21%	63

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

RMR Capital Management's IJH Position: Q2 2025 in Review

RMR Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 3,785 shares — an estimated $221K sold.

RMR Capital Management first reported a position in IJH in Q1 2024 and held it in 5 quarters. The position peaked at $236K in Q3 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

RMR Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
RMR Capital Management sold 3,785 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $221K.
RMR Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 5 quarters.
RMR Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $236K in Q3 2024.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on RMR Capital Management's 13F filing for Q2 2025, filed 28 Jul 2025.