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

Sterling Wealth 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
2025 Q4	–	Sell	-3,617	Closed	-$236K	–	109
2025 Q3	$236K	Buy	3,617 +391	+12%	+$25.1K	0.07%	94
2025 Q2	$200K	Buy	+3,226	New	+$189K	0.07%	109
2024 Q4	$203K	Sell	3,265 -95	-3%	-$6.09K	0.08%	104
2024 Q3	$209K	Sell	3,360 -440	-12%	-$26.5K	0.08%	109
2024 Q2	$222K	Sell	3,800 -485	-11%	-$28.5K	0.11%	96
2024 Q1	$260K	Buy	4,285 +365	+9%	+$20.7K	0.13%	83
2023 Q4	$217K	Buy	+3,920	New	+$199K	0.12%	88

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Wealth Management's IJH Position: Q4 2025 in Review

Sterling Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 3,617 shares — an estimated $236K sold.

Sterling Wealth Management first reported a position in IJH in Q4 2023 and held it in 7 quarters. The position peaked at $260K in Q1 2024. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Sterling Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Sterling Wealth Management sold 3,617 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $236K.
Sterling Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 7 quarters.
Sterling Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $260K 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 Sterling Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.