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Stephens Consulting’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stephens Consulting’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
Q4 		$22.8K Sell
345
-15
-4% -$983 0.01% 191
2025
Q3 		$23.5K Sell
360
-10,706
-97% -$688K 0.01% 179
2025
Q2 		$686K Sell
11,066
-1
-0% -$59 0.16% 50
2025
Q1 		$646K Sell
11,067
-1,190
-10% -$73.9K 0.16% 51
2024
Q4 		$764K Sell
12,257
-197
-2% -$12.6K 0.19% 46
2024
Q3 		$776K Sell
12,454
-28
-0.2% -$1.69K 0.2% 44
2024
Q2 		$730K Sell
12,482
-708
-5% -$41.6K 0.21% 41
2024
Q1 		$801K Sell
13,190
-20
-0.2% -$1.13K 0.25% 36
2023
Q4 		$732K Sell
13,210
-75
-0.6% -$3.8K 0.25% 36
2023
Q3 		$663K Hold
13,285
– – 0.27% 36
2023
Q2 		$695K Buy
13,285
+980
+8% +$48.7K 0.28% 38
2023
Q1 		$616K Buy
12,305
+1,855
+18% +$94.5K 0.37% 39
2022
Q4 		$506K Sell
10,450
-1,205
-10% -$58.2K 0.34% 40
2022
Q3 		$511K Buy
11,655
+4,375
+60% +$212K 0.46% 33
2022
Q2 		$330K Buy
7,280
+3,530
+94% +$174K 0.27% 46
2022
Q1 		$201K Buy
3,750
+155
+4% +$8.25K 0.16% 79
2021
Q4 		$204K Buy
+3,595
New +$200K 0.17% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Stephens Consulting's IJH Position: Q4 2025 in Review

Stephens Consulting reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q4 2025, selling an estimated $983 and leaving 345 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #191.

Stephens Consulting first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $801K in Q1 2024. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Stephens Consulting held 345 shares of iShares Core S&P Mid-Cap ETF worth $22.8K as of Q4 2025.
  • Stephens Consulting sold 15 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $983.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #191 holding.
  • Stephens Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's iShares Core S&P Mid-Cap ETF position peaked at $801K in Q1 2024.
  • 2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.