Stonegate Investment Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stonegate Investment Group’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 Q3	$272K	Sell	4,169 -1,051	-20%	-$67.5K	0.01%	333
2025 Q2	$324K	Sell	5,220 -1,044	-17%	-$61.3K	0.01%	293
2025 Q1	$366K	Buy	6,264 +1,814	+41%	+$113K	0.01%	258
2024 Q4	$277K	Hold	4,450	–	–	0.01%	273
2024 Q3	$277K	Hold	4,450	–	–	0.01%	288
2024 Q2	$260K	Buy	4,450 +1,125	+34%	+$66.1K	0.01%	289
2024 Q1	$202K	Buy	+3,325	New	+$188K	0.01%	316

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

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

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

Stonegate Investment Group's IJH Position: Q3 2025 in Review

Stonegate Investment Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q3 2025, selling an estimated $67.5K and leaving 4,169 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #333.

Stonegate Investment Group first reported a position in IJH in Q1 2024 and has held it in 7 quarters since. The position peaked at $366K in Q1 2025. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Stonegate Investment Group held 4,169 shares of iShares Core S&P Mid-Cap ETF worth $272K as of Q3 2025.
Stonegate Investment Group sold 1,051 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $67.5K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #333 holding.
Stonegate Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 7 quarters since.
Stonegate Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $366K in Q1 2025.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.