SAM
IJH icon

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

Secure Asset 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
2026
Q1 		$535K Sell
7,918
-4,855
-38% -$337K 0.08% 176
2025
Q4 		$843K Sell
12,773
-4,205
-25% -$275K 0.13% 141
2025
Q3 		$1.11M Sell
16,978
-9,085
-35% -$584K 0.18% 122
2025
Q2 		$1.62M Buy
26,063
+20,358
+357% +$1.2M 0.3% 85
2025
Q1 		$333K Buy
5,705
+1,692
+42% +$105K 0.07% 222
2024
Q4 		$250K Buy
4,013
+219
+6% +$14K 0.04% 280
2024
Q3 		$236K Buy
+3,794
New +$229K 0.04% 272
2020
Q2 		– Sell
-21,190
Closed -$610K – 157
2020
Q1 		$610K Sell
21,190
-2,720
-11% -$101K 0.66% 39
2019
Q4 		$984K Buy
+23,910
New +$948K 0.69% 37

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return