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

Signet Financial 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 Q1	–	Sell	-3,986	Closed	-$248K	–	288
2024 Q4	$248K	Sell	3,986 -225	-5%	-$14.4K	0.03%	244
2024 Q3	$262K	Sell	4,211 -37	-0.9%	-$2.23K	0.03%	241
2024 Q2	$249K	Sell	4,248 -65	-2%	-$3.82K	0.03%	242
2024 Q1	$262K	Sell	4,313 -1,902	-31%	-$108K	0.04%	245
2023 Q4	$344K	Buy	6,215 +1,070	+21%	+$54.3K	0.05%	218
2023 Q3	$257K	Buy	5,145 +810	+19%	+$42.4K	0.04%	235
2023 Q2	$227K	Sell	4,335 -95	-2%	-$4.72K	0.04%	255
2023 Q1	$222K	Buy	+4,430	New	+$226K	0.04%	254
2022 Q2	–	Sell	-3,875	Closed	-$208K	–	251
2022 Q1	$208K	Sell	3,875 -3,945	-50%	-$210K	0.03%	240
2021 Q4	$443K	Sell	7,820 -1,625	-17%	-$90.5K	0.07%	187
2021 Q3	$497K	Buy	+9,445	New	+$508K	0.09%	167
2018 Q4	–	Sell	-3,370	Closed	-$136K	–	509
2018 Q3	$136K	Sell	3,370 -75	-2%	-$3.02K	0.02%	271
2018 Q2	$134K	Sell	3,445 -330	-9%	-$12.7K	0.02%	277
2018 Q1	$142K	Buy	+3,775	New	+$144K	0.03%	239

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

Signet Financial Management's IJH Position: Q1 2025 in Review

Signet Financial Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 3,986 shares — an estimated $248K sold.

Signet Financial Management first reported a position in IJH in Q1 2018 and held it in 14 quarters. The position peaked at $497K in Q3 2021. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Signet Financial Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Signet Financial Management sold 3,986 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $248K.
Signet Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 14 quarters.
Signet Financial Management's iShares Core S&P Mid-Cap ETF position peaked at $497K in Q3 2021.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Signet Financial Management's 13F filing for Q1 2025, filed 15 Apr 2025.