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

Strategic Wealth 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 Q4	–	Sell	-3,309	Closed	-$216K	–	108
2025 Q3	$216K	Buy	+3,309	New	+$213K	0.02%	125
2025 Q1	–	Sell	-3,506	Closed	-$218K	–	81
2024 Q4	$218K	Buy	3,506 +8	+0.2%	+$513	0.02%	127
2024 Q3	$216K	Sell	3,498 -391	-10%	-$23.6K	0.02%	127
2024 Q2	$225K	Buy	+3,889	New	+$228K	0.03%	128
2023 Q4	$291K	Sell	5,250 -545	-9%	-$27.6K	0.04%	103
2023 Q3	$289K	Buy	5,795 +650	+13%	+$34.1K	0.05%	86
2023 Q2	$269K	Sell	5,145 -800	-13%	-$39.8K	0.04%	104
2023 Q1	$297K	Buy	+5,945	New	+$303K	0.06%	107
2022 Q4	–	Sell	-5,090	Closed	-$223K	–	129
2022 Q3	$223K	Buy	+5,090	New	+$246K	0.06%	100

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Strategic Wealth Investment Group's IJH Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 3,309 shares — an estimated $216K sold.

Strategic Wealth Investment Group first reported a position in IJH in Q3 2022 and held it in 9 quarters. The position peaked at $297K in Q1 2023. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Strategic Wealth Investment Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 3,309 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $216K.
Strategic Wealth Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and held it in 9 quarters.
Strategic Wealth Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $297K in Q1 2023.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.