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

Strata Wealth Advisors’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	-15,613	Closed	-$1.02M	–	100
2025 Q3	$1.02M	Sell	15,613 -65	-0.4%	-$4.18K	0.27%	41
2025 Q2	$972K	Sell	15,678 -5,142	-25%	-$302K	0.27%	41
2025 Q1	$1.21M	Buy	20,820 +5,201	+33%	+$323K	0.38%	29
2024 Q4	$973K	Hold	15,619	–	–	0.31%	38
2024 Q3	$973K	Hold	15,619	–	–	0.31%	34
2024 Q2	$914K	Sell	15,619 -307	-2%	-$18K	0.31%	34
2024 Q1	$967K	Buy	15,926 +301	+2%	+$17K	0.34%	32
2023 Q4	$866K	Buy	15,625 +195	+1%	+$9.89K	0.34%	32
2023 Q3	$769K	Buy	+15,430	New	+$809K	0.37%	22

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

Strata Wealth Advisors's IJH Position: Q4 2025 in Review

Strata Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 15,613 shares — an estimated $1.02M sold.

Strata Wealth Advisors first reported a position in IJH in Q3 2023 and held it in 9 quarters. The position peaked at $1.21M in Q1 2025. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Strata Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Strata Wealth Advisors sold 15,613 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $1.02M.
Strata Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 9 quarters.
Strata Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.21M in Q1 2025.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Strata Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.