Spectrum Asset Management (California)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Spectrum Asset Management (California)’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	–	Sell	-8,933	Closed	-$521K	–	102
2025 Q1	$521K	Sell	8,933 -32,548	-78%	-$2.02M	0.23%	58
2024 Q4	$2.58M	Buy	41,481 +765	+2%	+$49.1K	1.16%	35
2024 Q3	$2.54M	Sell	40,716 -148	-0.4%	-$8.93K	1.07%	34
2024 Q2	$2.39M	Buy	40,864 +484	+1%	+$28.4K	1.11%	36
2024 Q1	$2.45M	Buy	+40,380	New	+$2.29M	1.05%	35

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

Spectrum Asset Management (California)'s IJH Position: Q2 2025 in Review

Spectrum Asset Management (California) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 8,933 shares — an estimated $521K sold.

Spectrum Asset Management (California) first reported a position in IJH in Q1 2024 and held it in 5 quarters. The position peaked at $2.58M in Q4 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Spectrum Asset Management (California) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Spectrum Asset Management (California) sold 8,933 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $521K.
Spectrum Asset Management (California) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 5 quarters.
Spectrum Asset Management (California)'s iShares Core S&P Mid-Cap ETF position peaked at $2.58M in Q4 2024.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2025, filed 23 Jul 2025.