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

Shorepoint Capital Partners’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	–	Sell	-3,632	Closed	-$226K	–	105
2024 Q4	$226K	Sell	3,632 -30	-0.8%	-$1.92K	0.05%	100
2024 Q3	$228K	Sell	3,662 -13	-0.4%	-$784	0.05%	99
2024 Q2	$215K	Buy	+3,675	New	+$216K	0.05%	99
2020 Q1	–	Sell	-23,705	Closed	-$976K	–	85
2019 Q4	$976K	Buy	23,705 +1,015	+4%	+$40.2K	0.56%	55
2019 Q3	$877K	Buy	22,690 +465	+2%	+$17.9K	0.52%	54
2019 Q2	$864K	Buy	22,225 +70	+0.3%	+$2.68K	0.49%	59
2019 Q1	$839K	Buy	+22,155	New	+$818K	0.47%	59

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shorepoint Capital Partners's IJH Position: Q1 2025 in Review

Shorepoint Capital Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 3,632 shares — an estimated $226K sold.

Shorepoint Capital Partners first reported a position in IJH in Q1 2019 and held it in 7 quarters. The position peaked at $976K in Q4 2019. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Shorepoint Capital Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Shorepoint Capital Partners sold 3,632 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $226K.
Shorepoint Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 7 quarters.
Shorepoint Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $976K in Q4 2019.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Shorepoint Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.