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Royal Harbor Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Royal Harbor Partners’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 		– Sell
-50,527
Closed -$3.15M – 48
2024
Q4 		$3.15M Buy
+50,527
New +$3.24M 1.19% 25
2023
Q2 		– Sell
-40,580
Closed -$2.03M – 75
2023
Q1 		$2.03M Sell
40,580
-89,530
-69% -$4.56M 1.09% 27
2022
Q4 		$6.29M Buy
+130,110
New +$6.29M 3.89% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Harbor Partners's IJH Position: Q1 2025 in Review

Royal Harbor Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 50,527 shares — an estimated $3.15M sold.

Royal Harbor Partners first reported a position in IJH in Q4 2022 and held it in 3 quarters. The position peaked at $6.29M in Q4 2022. 2,424 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Royal Harbor Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Royal Harbor Partners sold 50,527 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $3.15M.
  • Royal Harbor Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
  • Royal Harbor Partners's iShares Core S&P Mid-Cap ETF position peaked at $6.29M in Q4 2022.
  • 2,424 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Royal Harbor Partners's 13F filing for Q1 2025, filed 29 Apr 2025.