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

Smith Anglin Financial’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	$4.17M	Sell	67,202 -4,088	-6%	-$240K	0.38%	29
2025 Q1	$4.16M	Buy	71,290 +1,952	+3%	+$121K	0.44%	29
2024 Q4	$4.32M	Buy	69,338 +367	+0.5%	+$23.5K	0.41%	29
2024 Q3	$4.3M	Buy	68,971 +282	+0.4%	+$17K	0.41%	29
2024 Q2	$4.02M	Sell	68,689 -5,267	-7%	-$309K	0.41%	28
2024 Q1	$4.49M	Sell	73,956 -11,809	-14%	-$669K	0.46%	26
2023 Q4	$4.75M	Sell	85,765 -1,036,370	-92%	-$52.6M	0.55%	24
2023 Q3	$56M	Buy	1,122,135 +28,325	+3%	+$1.48M	6.8%	3
2023 Q2	$57.2M	Buy	1,093,810 +35,670	+3%	+$1.77M	6.94%	3
2023 Q1	$52.9M	Sell	1,058,140 -14,425	-1%	-$735K	7.89%	2
2022 Q4	$51.9M	Buy	1,072,565 +32,590	+3%	+$1.57M	9.8%	1
2022 Q3	$45.6M	Buy	1,039,975 +275,205	+36%	+$13.3M	9.61%	1
2022 Q2	$34.6M	Sell	764,770 -6,955	-0.9%	-$343K	10.12%	1
2022 Q1	$41.4M	Buy	771,725 +19,915	+3%	+$1.06M	9.6%	1
2021 Q4	$42.6M	Buy	751,810 +55,825	+8%	+$3.11M	7.27%	1
2021 Q3	$36.6M	Sell	695,985 -1,040	-0.1%	-$56K	7.14%	1
2021 Q2	$37.5M	Buy	697,025 +43,410	+7%	+$2.34M	7.21%	1
2021 Q1	$34M	Buy	653,615 +437,930	+203%	+$21.9M	7.35%	1
2020 Q4	$9.91M	Buy	+215,685	New	+$9.09M	1.78%	16

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith Anglin Financial's IJH Position: Q2 2025 in Review

Smith Anglin Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q2 2025, selling an estimated $240K and leaving 67,202 shares worth $4.17M. The position accounts for 0.38% of the portfolio, ranked #29.

Smith Anglin Financial first reported a position in IJH in Q4 2020 and has held it in 19 quarters since. The position peaked at $57.2M in Q2 2023. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Smith Anglin Financial held 67,202 shares of iShares Core S&P Mid-Cap ETF worth $4.17M as of Q2 2025.
Smith Anglin Financial sold 4,088 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $240K.
iShares Core S&P Mid-Cap ETF made up 0.38% of Smith Anglin Financial's portfolio in Q2 2025, its #29 holding.
Smith Anglin Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's iShares Core S&P Mid-Cap ETF position peaked at $57.2M in Q2 2023.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.