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

Seed Wealth 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 Q3	–	Sell	-4,550	Closed	-$282K	–	134
2025 Q2	$282K	Hold	4,550	–	–	0.21%	113
2025 Q1	$265K	Hold	4,550	–	–	0.22%	116
2024 Q4	$284K	Hold	4,550	–	–	0.23%	107
2024 Q3	$284K	Hold	4,550	–	–	0.23%	115
2024 Q2	$266K	Hold	4,550	–	–	0.23%	113
2024 Q1	$275K	Hold	4,550	–	–	0.26%	102
2023 Q4	$251K	Hold	4,550	–	–	0.25%	106
2023 Q3	$227K	Hold	4,550	–	–	0.26%	114
2023 Q2	$238K	Hold	4,550	–	–	0.25%	113
2023 Q1	$228K	Hold	4,550	–	–	0.26%	117
2022 Q4	$220K	Buy	+4,550	New	+$220K	0.25%	108

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Seed Wealth Management's IJH Position: Q3 2025 in Review

Seed Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 4,550 shares — an estimated $282K sold.

Seed Wealth Management first reported a position in IJH in Q4 2022 and held it in 11 quarters. The position peaked at $284K in Q3 2024. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Seed Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Seed Wealth Management sold 4,550 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $282K.
Seed Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 11 quarters.
Seed Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $284K in Q3 2024.
2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Seed Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.