Safeguard Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Safeguard Financial’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	$548K	Buy	9,398 +490	+6%	+$30.4K	0.12%	62
2024 Q4	$555K	Sell	8,908 -186	-2%	-$11.9K	0.12%	61
2024 Q3	$567K	Buy	9,094 +2,411	+36%	+$145K	0.13%	62
2024 Q2	$391K	Buy	6,683 +1	+0%	+$59	0.11%	71
2024 Q1	$406K	Buy	6,682 +2	+0%	+$113	0.13%	61
2023 Q4	$370K	Buy	6,680 +1,965	+42%	+$99.7K	0.14%	56
2023 Q3	$235K	Sell	4,715 -560	-11%	-$29.3K	0.11%	62
2023 Q2	$275K	Buy	5,275 +675	+15%	+$33.5K	0.13%	56
2023 Q1	$230K	Buy	4,600 +220	+5%	+$11.2K	0.14%	57
2022 Q4	$212K	Buy	+4,380	New	+$212K	0.15%	63
2022 Q2	–	Sell	-7,370	Closed	-$396K	–	48
2022 Q1	$396K	Buy	+7,370	New	+$392K	0.59%	32

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Safeguard Financial's IJH Position: Q1 2025 in Review

Safeguard Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.5% in Q1 2025, buying an estimated $30.4K and bringing the position to 9,398 shares worth $548K. The position accounts for 0.12% of the portfolio, ranked #62.

Safeguard Financial first reported a position in IJH in Q1 2022 and has held it in 11 quarters since. The position peaked at $567K in Q3 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Safeguard Financial held 9,398 shares of iShares Core S&P Mid-Cap ETF worth $548K as of Q1 2025.
Safeguard Financial bought 490 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $30.4K.
iShares Core S&P Mid-Cap ETF made up 0.12% of Safeguard Financial's portfolio in Q1 2025, its #62 holding.
Safeguard Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
Safeguard Financial's iShares Core S&P Mid-Cap ETF position peaked at $567K in Q3 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.