Spectrum Wealth Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$42.9K Hold
735
0.01% 180
2024
Q4
$45.8K Hold
735
0.01% 176
2024
Q3
$45.8K Hold
735
0.01% 178
2024
Q2
$43K Sell
735
-1,180
-62% -$69.3K 0.01% 213
2024
Q1
$116K Hold
1,915
0.01% 159
2023
Q4
$106K Buy
+1,915
New +$97.1K 0.01% 159

Other funds holding IJH

Spectrum Wealth Counsel's IJH Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2025 at 735 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #180.

Spectrum Wealth Counsel first reported a position in IJH in Q4 2023 and has held it in 6 quarters since. The position peaked at $116K in Q1 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Spectrum Wealth Counsel held 735 shares of iShares Core S&P Mid-Cap ETF worth $42.9K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2025.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #180 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares Core S&P Mid-Cap ETF position peaked at $116K in Q1 2024.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.