Sterling Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sterling Capital Management’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
2024 Q4	–	Sell	-25,648	Closed	-$1.6M	–	3255
2024 Q3	$1.6M	Buy	+25,648	New	+$1.55M	0.02%	437
2019 Q3	$902K	Buy	23,350 +175	+0.8%	+$6.72K	0.01%	660
2019 Q2	$900K	Buy	23,175 +555	+2%	+$21.3K	0.01%	618
2019 Q1	$857K	Sell	22,620 -32,120	-59%	-$1.19M	0.01%	627
2018 Q4	$1.82M	Buy	54,740 +105	+0.2%	+$3.83K	0.02%	402
2018 Q3	$2.2M	Buy	54,635 +105	+0.2%	+$4.22K	0.02%	402
2018 Q2	$2.12M	Buy	54,530 +340	+0.6%	+$13.1K	0.02%	394
2018 Q1	$2.03M	Sell	54,190 -9,470	-15%	-$362K	0.02%	401
2017 Q4	$2.42M	Sell	63,660 -1,110	-2%	-$41K	0.02%	375
2017 Q3	$2.32M	Buy	64,770 +35	+0.1%	+$1.22K	0.02%	378
2017 Q2	$2.25M	Sell	64,735 -840	-1%	-$29K	0.02%	366
2017 Q1	$2.25M	Sell	65,575 -9,890	-13%	-$337K	0.02%	358
2016 Q4	$2.5M	Buy	75,465 +51,820	+219%	+$1.64M	0.02%	324
2016 Q3	$732K	Sell	23,645 -55	-0.2%	-$1.7K	0.01%	614
2016 Q2	$708K	Sell	23,700 -3,480	-13%	-$102K	0.01%	625
2016 Q1	$784K	Buy	27,180 +2,565	+10%	+$68.5K	0.01%	584
2015 Q4	$686K	Buy	+24,615	New	+$703K	0.01%	629

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sterling Capital Management's IJH Position: Q4 2024 in Review

Sterling Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 25,648 shares — an estimated $1.6M sold.

Sterling Capital Management first reported a position in IJH in Q4 2015 and held it in 17 quarters. The position peaked at $2.5M in Q4 2016. 2,465 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Sterling Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Sterling Capital Management sold 25,648 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $1.6M.
Sterling Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and held it in 17 quarters.
Sterling Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $2.5M in Q4 2016.
2,465 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Sterling Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.