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

Teamwork Financial 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 Q3	–	Sell	-4,419	Closed	-$274K	–	209
2025 Q2	$274K	Sell	4,419 -1,764	-29%	-$104K	0.03%	165
2025 Q1	$361K	Sell	6,183 -8,682	-58%	-$539K	0.05%	132
2024 Q4	$926K	Sell	14,865 -6,213	-29%	-$398K	0.12%	88
2024 Q3	$1.31M	Sell	21,078 -190,143	-90%	-$11.5M	0.18%	68
2024 Q2	$12.4M	Buy	211,221 +204,693	+3,136%	+$12M	1.83%	23
2024 Q1	$397K	Buy	+6,528	New	+$370K	0.06%	121
2020 Q3	–	Sell	-7,560	Closed	-$269K	–	196
2020 Q2	$269K	Buy	+7,560	New	+$251K	0.1%	157

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

Teamwork Financial Advisors's IJH Position: Q3 2025 in Review

Teamwork Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 4,419 shares — an estimated $274K sold.

Teamwork Financial Advisors first reported a position in IJH in Q2 2020 and held it in 7 quarters. The position peaked at $12.4M in Q2 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Teamwork Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Teamwork Financial Advisors sold 4,419 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $274K.
Teamwork Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $12.4M in Q2 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Teamwork Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.