Sebold Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sebold Capital Management’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 Q2	$4.37M	Sell	70,455 -338	-0.5%	-$19.8K	2.69%	9
2025 Q1	$4.13M	Sell	70,793 -953	-1%	-$59.2K	2.72%	12
2024 Q4	$4.47M	Sell	71,746 -120	-0.2%	-$7.7K	3%	9
2024 Q3	$4.48M	Sell	71,866 -2,556	-3%	-$154K	2.95%	9
2024 Q2	$4.36M	Sell	74,422 -4,272	-5%	-$251K	3.01%	9
2024 Q1	$4.78M	Sell	78,694 -6,836	-8%	-$387K	3.23%	9
2023 Q4	$4.74M	Sell	85,530 -46,760	-35%	-$2.37M	3.5%	8
2023 Q3	$6.6M	Sell	132,290 -15,680	-11%	-$822K	5.39%	4
2023 Q2	$7.74M	Sell	147,970 -2,630	-2%	-$131K	6.17%	2
2023 Q1	$7.53M	Sell	150,600 -4,300	-3%	-$219K	5.94%	2
2022 Q4	$7.49M	Buy	+154,900	New	+$7.48M	6.15%	2

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sebold Capital Management's IJH Position: Q2 2025 in Review

Sebold Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.48% in Q2 2025, selling an estimated $19.8K and leaving 70,455 shares worth $4.37M. The position accounts for 2.69% of the portfolio, ranked #9.

Sebold Capital Management first reported a position in IJH in Q4 2022 and has held it in 11 quarters since. The position peaked at $7.74M in Q2 2023. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Sebold Capital Management held 70,455 shares of iShares Core S&P Mid-Cap ETF worth $4.37M as of Q2 2025.
Sebold Capital Management sold 338 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $19.8K.
iShares Core S&P Mid-Cap ETF made up 2.69% of Sebold Capital Management's portfolio in Q2 2025, its #9 holding.
Sebold Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $7.74M in Q2 2023.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.