SCM
IJH icon

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

Sheridan 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 		– Sell
-6,400
Closed -$373K – 29
2025
Q1 		$373K Buy
6,400
+2,600
+68% +$161K 0.27% 21
2024
Q4 		$237K Buy
+3,800
New +$244K 0.17% 25

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sheridan Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 6,400 shares — an estimated $373K sold.

Sheridan Capital Management first reported a position in IJH in Q4 2024 and held it in 2 quarters. The position peaked at $373K in Q1 2025. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Sheridan Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Sheridan Capital Management sold 6,400 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $373K.
  • Sheridan Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Sheridan Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $373K in Q1 2025.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

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