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

Smith Shellnut Wilson’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
Q3 		$7.89M Buy
120,975
+29,436
+32% +$1.89M 3.03% 9
2025
Q2 		$5.68M Sell
91,539
-15,602
-15% -$916K 2.46% 9
2025
Q1 		$6.25M Buy
107,141
+600
+0.6% +$37.3K 2.87% 9
2024
Q4 		$6.64M Buy
106,541
+1,203
+1% +$77.2K 2.94% 9
2024
Q3 		$6.56M Sell
105,338
-767
-0.7% -$46.3K 2.97% 9
2024
Q2 		$6.21M Sell
106,105
-783
-0.7% -$46K 3.01% 9
2024
Q1 		$6.49M Sell
106,888
-1,707
-2% -$96.6K 3.44% 8
2023
Q4 		$6.02M Sell
108,595
-1,005
-0.9% -$51K 3.45% 8
2023
Q3 		$5.47M Sell
109,600
-3,295
-3% -$173K 3.34% 8
2023
Q2 		$5.9M Sell
112,895
-3,780
-3% -$188K 3.33% 8
2023
Q1 		$5.84M Sell
116,675
-1,620
-1% -$82.5K 3.55% 6
2022
Q4 		$5.72M Buy
+118,295
New +$5.72M 3.53% 6
2022
Q3 		– Sell
-117,870
Closed -$5.7M – 6
2022
Q2 		$5.33M Sell
117,870
-350
-0.3% -$17.3K 3.3% 7
2022
Q1 		$6.34M Sell
118,220
-7,720
-6% -$411K 3.32% 7
2021
Q4 		$7.13M Buy
125,940
+1,080
+0.9% +$60.1K 3.53% 5
2021
Q3 		$6.57M Sell
124,860
-1,280
-1% -$68.9K 3.8% 5
2021
Q2 		$6.78M Sell
126,140
-890
-0.7% -$48.1K 3.94% 5
2021
Q1 		$6.61M Sell
127,030
-5,335
-4% -$266K 4.04% 5
2020
Q4 		$6.08M Buy
132,365
+106,085
+404% +$4.47M 3.63% 6
2020
Q3 		$28.4K Sell
26,280
-115,795
-82% -$4.33M 10.6% 2
2020
Q2 		$5.05M Sell
142,075
-120
-0.1% -$3.98K 3.62% 8
2020
Q1 		$4.09M Buy
142,195
+21,360
+18% +$794K 3.43% 8
2019
Q4 		$4.97M Buy
120,835
+3,895
+3% +$154K 3.31% 6
2019
Q3 		$4.52M Sell
116,940
-6,220
-5% -$239K 3.35% 7
2019
Q2 		$4.79M Buy
123,160
+28,720
+30% +$1.1M 3.59% 6
2019
Q1 		$3.58M Buy
+94,440
New +$3.49M 2.83% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smith Shellnut Wilson's IJH Position: Q3 2025 in Review

Smith Shellnut Wilson increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 32% in Q3 2025, buying an estimated $1.89M and bringing the position to 120,975 shares worth $7.89M. The position accounts for 3.03% of the portfolio, ranked #9.

Smith Shellnut Wilson first reported a position in IJH in Q1 2019 and has held it in 26 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Smith Shellnut Wilson held 120,975 shares of iShares Core S&P Mid-Cap ETF worth $7.89M as of Q3 2025.
  • Smith Shellnut Wilson bought 29,436 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $1.89M.
  • iShares Core S&P Mid-Cap ETF made up 3.03% of Smith Shellnut Wilson's portfolio in Q3 2025, its #9 holding.
  • Smith Shellnut Wilson first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 26 quarters since.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.