Schechter Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Schechter Investment 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 Q1	$201K	Buy	3,448 +208	+6%	+$12.9K	0.02%	556
2024 Q4	$202K	Sell	3,240 -210	-6%	-$13.5K	0.02%	578
2024 Q3	$215K	Hold	3,450	–	–	0.02%	571
2024 Q2	$202K	Sell	3,450 -40	-1%	-$2.35K	0.02%	566
2024 Q1	$212K	Sell	3,490 -6,715	-66%	-$380K	0.02%	572
2023 Q4	$566K	Buy	10,205 +200	+2%	+$10.1K	0.05%	334
2023 Q3	$499K	Buy	+10,005	New	+$524K	0.05%	343
2022 Q4	–	Sell	-6,765	Closed	-$296K	–	872
2022 Q3	$296K	Sell	6,765 -13,110	-66%	-$634K	0.03%	707
2022 Q2	$900K	Buy	19,875 +4,920	+33%	+$243K	0.09%	320
2022 Q1	$803K	Buy	+14,955	New	+$796K	0.07%	383

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

Schechter Investment Advisors's IJH Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.4% in Q1 2025, buying an estimated $12.9K and bringing the position to 3,448 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #556.

Schechter Investment Advisors first reported a position in IJH in Q1 2022 and has held it in 10 quarters since. The position peaked at $900K in Q2 2022. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Schechter Investment Advisors held 3,448 shares of iShares Core S&P Mid-Cap ETF worth $201K as of Q1 2025.
Schechter Investment Advisors bought 208 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $12.9K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #556 holding.
Schechter Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
Schechter Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $900K in Q2 2022.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.