Running Point Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Running Point Capital Advisors’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	$606K	Hold	9,185	–	–	0.17%	78
2025 Q3	$599K	Hold	9,185	–	–	0.16%	78
2025 Q2	$570K	Hold	9,185	–	–	0.16%	75
2025 Q1	$536K	Hold	9,185	–	–	0.17%	75
2024 Q4	$572K	Hold	9,185	–	–	0.2%	62
2024 Q3	$572K	Hold	9,185	–	–	0.22%	58
2024 Q2	$538K	Buy	9,185 +100	+1%	+$5.88K	0.22%	58
2024 Q1	$552K	Hold	9,085	–	–	0.25%	56
2023 Q4	$504K	Hold	9,085	–	–	0.25%	59
2023 Q3	$453K	Hold	9,085	–	–	0.26%	61
2023 Q2	$475K	Sell	9,085 -185	-2%	-$9.19K	0.27%	57
2023 Q1	$464K	Buy	9,270 +185	+2%	+$9.43K	0.28%	55
2022 Q4	$440K	Hold	9,085	–	–	0.27%	58
2022 Q3	$398K	Buy	+9,085	New	+$439K	0.26%	51
2021 Q4	–	Sell	-565	Closed	-$30K	–	142
2021 Q3	$30K	Hold	565	–	–	0.01%	140
2021 Q2	$30K	Hold	565	–	–	0.01%	127
2021 Q1	$29K	Hold	565	–	–	0.02%	112
2020 Q4	$26K	Buy	+565	New	+$23.8K	0.02%	104

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Running Point Capital Advisors's IJH Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2025 at 9,185 shares worth $606K. The position accounts for 0.17% of the portfolio, ranked #78.

Running Point Capital Advisors first reported a position in IJH in Q4 2020 and has held it in 18 quarters since. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Running Point Capital Advisors held 9,185 shares of iShares Core S&P Mid-Cap ETF worth $606K as of Q4 2025.
Running Point Capital Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2025.
iShares Core S&P Mid-Cap ETF made up 0.17% of Running Point Capital Advisors's portfolio in Q4 2025, its #78 holding.
Running Point Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.