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

Sheaff Brock 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 		$870K Buy
14,915
+1,495
+11% +$92.8K 0.08% 184
2024
Q4 		$836K Buy
13,420
+375
+3% +$24.1K 0.07% 187
2024
Q3 		$813K Hold
13,045
– – 0.07% 193
2024
Q2 		$763K Hold
13,045
– – 0.07% 194
2024
Q1 		$792K Buy
13,045
+4,500
+53% +$255K 0.05% 221
2023
Q4 		$474K Buy
8,545
+1,465
+21% +$74.3K 0.04% 278
2023
Q3 		$353K Hold
7,080
– – 0.03% 296
2023
Q2 		$370K Hold
7,080
– – 0.03% 307
2023
Q1 		$354K Hold
7,080
– – 0.03% 321
2022
Q4 		$343K Hold
7,080
– – 0.03% 314
2022
Q3 		$310K Hold
7,080
– – 0.03% 321
2022
Q2 		$320K Hold
7,080
– – 0.03% 325
2022
Q1 		$380K Buy
7,080
+2,500
+55% +$133K 0.03% 323
2021
Q4 		$259K Buy
+4,580
New +$255K 0.02% 420
2021
Q3 		– Sell
-6,720
Closed -$361K – 560
2021
Q2 		$361K Hold
6,720
– – 0.03% 326
2021
Q1 		$350K Buy
+6,720
New +$336K 0.03% 319
2020
Q1 		– Sell
-4,920
Closed -$203K – 453
2019
Q4 		$203K Buy
+4,920
New +$195K 0.02% 413
2019
Q3 		– Sell
-5,970
Closed -$232K – 482
2019
Q2 		$232K Sell
5,970
-1,500
-20% -$57.5K 0.02% 390
2019
Q1 		$283K Buy
7,470
+725
+11% +$26.8K 0.03% 350
2018
Q4 		$224K Sell
6,745
-1,300
-16% -$47.4K 0.04% 374
2018
Q3 		$324K Hold
8,045
– – 0.03% 342
2018
Q2 		$313K Buy
8,045
+150
+2% +$5.79K 0.03% 355
2018
Q1 		$296K Buy
7,895
+200
+3% +$7.65K 0.03% 358
2017
Q4 		$292K Buy
7,695
+1,500
+24% +$55.5K 0.04% 355
2017
Q3 		$222K Buy
+6,195
New +$216K 0.03% 448
2017
Q2 		– Sell
-16,100
Closed -$551K – 626
2017
Q1 		$551K Buy
+16,100
New +$548K 0.07% 265

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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sheaff Brock Investment Advisors's IJH Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2025, buying an estimated $92.8K and bringing the position to 14,915 shares worth $870K. The position accounts for 0.08% of the portfolio, ranked #184.

Sheaff Brock Investment Advisors first reported a position in IJH in Q1 2017 and has held it in 26 quarters since. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Sheaff Brock Investment Advisors held 14,915 shares of iShares Core S&P Mid-Cap ETF worth $870K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,495 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $92.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #184 holding.
  • Sheaff Brock Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 26 quarters since.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.