Sonora Investment Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sonora Investment Management 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 Q3	$408K	Buy	6,251 +196	+3%	+$12.6K	0.03%	191
2025 Q2	$376K	Sell	6,055 -388	-6%	-$22.8K	0.03%	196
2025 Q1	$376K	Sell	6,443 -40	-0.6%	-$2.48K	0.03%	193
2024 Q4	$404K	Hold	6,483	–	–	0.03%	188
2024 Q3	$404K	Buy	6,483 +3,085	+91%	+$186K	0.03%	191
2024 Q2	$206K	Hold	3,398	–	–	0.02%	261
2024 Q1	$206K	Sell	3,398 -247	-7%	-$14K	0.02%	262
2023 Q4	$202K	Buy	+3,645	New	+$185K	0.02%	251
2022 Q1	–	Sell	-3,775	Closed	-$214K	–	228
2021 Q4	$214K	Buy	+3,775	New	+$210K	0.02%	194

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

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

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

Sonora Investment Management Group's IJH Position: Q3 2025 in Review

Sonora Investment Management Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q3 2025, buying an estimated $12.6K and bringing the position to 6,251 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #191.

Sonora Investment Management Group first reported a position in IJH in Q4 2021 and has held it in 9 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Sonora Investment Management Group held 6,251 shares of iShares Core S&P Mid-Cap ETF worth $408K as of Q3 2025.
Sonora Investment Management Group bought 196 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $12.6K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #191 holding.
Sonora Investment Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.