Smart Money Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Smart Money Group’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	-5,247	Closed	-$327K	–	86
2024 Q4	$327K	Buy	5,247 +21	+0.4%	+$1.35K	0.11%	86
2024 Q3	$323K	Buy	5,226 +20	+0.4%	+$1.21K	0.12%	83
2024 Q2	$323K	Buy	5,206 +14	+0.3%	+$822	0.12%	82
2024 Q1	$297K	Buy	+5,192	New	+$294K	0.12%	81
2022 Q1	–	Sell	-3,580	Closed	-$203K	–	64
2021 Q4	$203K	Buy	+3,580	New	+$199K	0.13%	67
2020 Q1	–	Sell	-5,195	Closed	-$214K	–	87
2019 Q4	$214K	Buy	+5,195	New	+$206K	0.13%	81
2018 Q3	–	Sell	-5,750	Closed	-$224K	–	59
2018 Q2	$224K	Sell	5,750 -1,040	-15%	-$40.2K	0.2%	53
2018 Q1	$255K	Sell	6,790 -320	-5%	-$12.2K	0.26%	47
2017 Q4	$270K	Buy	+7,110	New	+$263K	0.42%	32

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

Smart Money Group's IJH Position: Q1 2025 in Review

Smart Money Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 5,247 shares — an estimated $327K sold.

Smart Money Group first reported a position in IJH in Q4 2017 and held it in 9 quarters. The position peaked at $327K in Q4 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Smart Money Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Smart Money Group sold 5,247 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $327K.
Smart Money Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 9 quarters.
Smart Money Group's iShares Core S&P Mid-Cap ETF position peaked at $327K in Q4 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.