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

Sather Financial Group’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	-72,825	Closed	-$4.52M	–	112
2025 Q2	$4.52M	Hold	72,825	–	–	0.27%	31
2025 Q1	$4.25M	Sell	72,825 -1,011	-1%	-$62.8K	0.28%	29
2024 Q4	$4.6M	Hold	73,836	–	–	0.29%	29
2024 Q3	$4.6M	Hold	73,836	–	–	0.3%	28
2024 Q2	$4.32M	Buy	73,836 +1,011	+1%	+$59.4K	0.3%	28
2024 Q1	$4.42M	Sell	72,825 -1,000	-1%	-$56.6K	0.32%	33
2023 Q4	$4.09M	Hold	73,825	–	–	0.3%	35
2023 Q3	$3.68M	Hold	73,825	–	–	0.31%	36
2023 Q2	$3.86M	Hold	73,825	–	–	0.31%	36
2023 Q1	$3.69M	Hold	73,825	–	–	0.32%	37
2022 Q4	$3.57M	Hold	73,825	–	–	0.29%	44
2022 Q3	$3.24M	Sell	73,825 -170	-0.2%	-$8.22K	0.36%	27
2022 Q2	$3.35M	Buy	73,995 +170	+0.2%	+$8.39K	0.35%	26
2022 Q1	$3.96M	Hold	73,825	–	–	0.34%	27
2021 Q4	$4.18M	Hold	73,825	–	–	0.36%	26
2021 Q3	$3.88M	Buy	+73,825	New	+$3.97M	0.4%	26
2020 Q1	–	Sell	-17,000	Closed	-$699K	–	73
2019 Q4	$699K	Buy	+17,000	New	+$674K	0.11%	38

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

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

Sather Financial Group's IJH Position: Q3 2025 in Review

Sather Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 72,825 shares — an estimated $4.52M sold.

Sather Financial Group first reported a position in IJH in Q4 2019 and held it in 17 quarters. The position peaked at $4.6M in Q3 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Sather Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Sather Financial Group sold 72,825 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $4.52M.
Sather Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 17 quarters.
Sather Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $4.6M in Q3 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Sather Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.