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

SPC Financial Inc’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 		$11M Buy
168,905
+5,500
+3% +$353K 0.86% 30
2025
Q2 		$10.1M Buy
163,405
+12,244
+8% +$719K 0.85% 31
2025
Q1 		$8.82M Buy
151,161
+7,884
+6% +$490K 0.78% 32
2024
Q4 		$8.93M Buy
143,277
+13,576
+10% +$871K 0.78% 30
2024
Q3 		$8.08M Buy
129,701
+12,185
+10% +$735K 0.71% 34
2024
Q2 		$6.88M Buy
117,516
+9,798
+9% +$576K 0.64% 36
2024
Q1 		$6.54M Buy
107,718
+12,633
+13% +$715K 0.61% 36
2023
Q4 		$5.27M Buy
95,085
+9,445
+11% +$479K 0.54% 38
2023
Q3 		$4.27M Buy
85,640
+9,195
+12% +$482K 0.48% 38
2023
Q2 		$4M Buy
76,445
+12,590
+20% +$626K 0.43% 38
2023
Q1 		$3.19M Buy
63,855
+4,185
+7% +$213K 0.36% 40
2022
Q4 		$2.89M Buy
59,670
+5,770
+11% +$279K 0.34% 47
2022
Q3 		$2.36M Buy
53,900
+10,500
+24% +$508K 0.29% 51
2022
Q2 		$1.96M Buy
43,400
+9,950
+30% +$491K 0.24% 60
2022
Q1 		$1.79M Buy
33,450
+4,505
+16% +$240K 0.21% 60
2021
Q4 		$1.64M Buy
28,945
+460
+2% +$25.6K 0.18% 62
2021
Q3 		$1.5M Buy
28,485
+105
+0.4% +$5.65K 0.19% 62
2021
Q2 		$1.52M Sell
28,380
-21,605
-43% -$1.17M 0.19% 60
2021
Q1 		$2.6M Sell
49,985
-3,105
-6% -$155K 0.34% 46
2020
Q4 		$2.44M Sell
53,090
-1,945
-4% -$82K 0.34% 48
2020
Q3 		$2.04M Sell
55,035
-33,805
-38% -$1.26M 0.35% 47
2020
Q2 		$3.16M Sell
88,840
-2,205
-2% -$73.2K 0.66% 33
2020
Q1 		$2.62M Sell
91,045
-23,270
-20% -$865K 0.67% 34
2019
Q4 		$4.71M Buy
114,315
+6,020
+6% +$239K 0.86% 28
2019
Q3 		$4.18M Buy
108,295
+10,885
+11% +$418K 0.88% 26
2019
Q2 		$3.79M Buy
97,410
+5,335
+6% +$204K 0.76% 28
2019
Q1 		$3.49M Buy
92,075
+3,870
+4% +$143K 0.75% 29
2018
Q4 		$2.93M Sell
88,205
-9,120
-9% -$333K 0.81% 28
2018
Q3 		$3.92M Sell
97,325
-71,890
-42% -$2.89M 0.78% 27
2018
Q2 		$6.59M Sell
169,215
-10,645
-6% -$411K 1.44% 22
2018
Q1 		$6.75M Sell
179,860
-4,170
-2% -$160K 1.54% 20
2017
Q4 		$6.99M Sell
184,030
-70
-0% -$2.59K 1.62% 22
2017
Q3 		$6.59M Sell
184,100
-1,450
-0.8% -$50.5K 1.63% 22
2017
Q2 		$6.46M Buy
185,550
+1,285
+0.7% +$44.4K 1.71% 20
2017
Q1 		$6.31M Buy
184,265
+2,315
+1% +$78.8K 1.76% 19
2016
Q4 		$6.02M Sell
181,950
-1,650
-0.9% -$52.3K 1.83% 19
2016
Q3 		$5.68M Sell
183,600
-2,075
-1% -$64.1K 1.83% 19
2016
Q2 		$5.55M Sell
185,675
-3,035
-2% -$89K 2.01% 18
2016
Q1 		$5.44M Sell
188,710
-76,200
-29% -$2.04M 2.07% 19
2015
Q4 		$7.38M Sell
264,910
-1,810
-0.7% -$51.7K 2.9% 10
2015
Q3 		$7.29M Sell
266,720
-2,495
-0.9% -$72.5K 3.13% 7
2015
Q2 		$8.07M Sell
269,215
-3,975
-1% -$121K 2.26% 8
2015
Q1 		$8.3M Sell
273,190
-12,640
-4% -$374K 2.28% 7
2014
Q4 		$8.28M Sell
285,830
-11,465
-4% -$322K 2.41% 7
2014
Q3 		$8.13M Buy
297,295
+11,835
+4% +$334K 2.36% 7
2014
Q2 		$8.17M Sell
285,460
-590
-0.2% -$16.2K 2.29% 6
2014
Q1 		$7.87M Buy
286,050
+81,950
+40% +$2.2M 2.39% 8
2013
Q4 		$5.46M Sell
204,100
-5,425
-3% -$140K 1.71% 20
2013
Q3 		$5.2M Sell
209,525
-3,425
-2% -$83.6K 1.85% 16
2013
Q2 		$4.92M Buy
+212,950
New +$4.94M 1.9% 15

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

SPC Financial Inc's IJH Position: Q3 2025 in Review

SPC Financial Inc increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q3 2025, buying an estimated $353K and bringing the position to 168,905 shares worth $11M. The position accounts for 0.86% of the portfolio, ranked #30.

SPC Financial Inc first reported a position in IJH in Q2 2013 and has held it in 50 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • SPC Financial Inc held 168,905 shares of iShares Core S&P Mid-Cap ETF worth $11M as of Q3 2025.
  • SPC Financial Inc bought 5,500 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $353K.
  • iShares Core S&P Mid-Cap ETF made up 0.86% of SPC Financial Inc's portfolio in Q3 2025, its #30 holding.
  • SPC Financial Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 50 quarters since.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.