Terril Brothers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Terril Brothers’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 Q1	–	Sell	-10,260	Closed	-$639K	–	67
2024 Q4	$639K	Hold	10,260	–	–	0.18%	38
2024 Q3	$639K	Hold	10,260	–	–	0.21%	32
2024 Q2	$600K	Hold	10,260	–	–	0.22%	34
2024 Q1	$623K	Hold	10,260	–	–	0.21%	35
2023 Q4	$569K	Hold	10,260	–	–	0.2%	36
2023 Q3	$512K	Hold	10,260	–	–	0.25%	33
2023 Q2	$537K	Hold	10,260	–	–	0.24%	33
2023 Q1	$513K	Hold	10,260	–	–	0.24%	31
2022 Q4	$496K	Sell	10,260 -245	-2%	-$11.8K	0.24%	31
2022 Q3	$461K	Buy	10,505 +245	+2%	+$11.8K	0.14%	32
2022 Q2	$464K	Hold	10,260	–	–	0.16%	37
2022 Q1	$551K	Hold	10,260	–	–	0.11%	37
2021 Q4	$581K	Hold	10,260	–	–	0.13%	39
2021 Q3	$540K	Hold	10,260	–	–	0.13%	40
2021 Q2	$551K	Hold	10,260	–	–	0.13%	38
2021 Q1	$534K	Hold	10,260	–	–	0.14%	44
2020 Q4	$472K	Hold	10,260	–	–	0.13%	44
2020 Q3	$380K	Hold	10,260	–	–	0.12%	47
2020 Q2	$365K	Hold	10,260	–	–	0.12%	47
2020 Q1	$295K	Hold	10,260	–	–	0.13%	42
2019 Q4	$422K	Hold	10,260	–	–	0.15%	37
2019 Q3	$397K	Hold	10,260	–	–	0.13%	39
2019 Q2	$399K	Hold	10,260	–	–	0.13%	43
2019 Q1	$389K	Hold	10,260	–	–	0.12%	39
2018 Q4	$341K	Hold	10,260	–	–	0.12%	41
2018 Q3	$413K	Hold	10,260	–	–	0.13%	37
2018 Q2	$400K	Hold	10,260	–	–	0.12%	37
2018 Q1	$385K	Hold	10,260	–	–	0.12%	37
2017 Q4	$389K	Hold	10,260	–	–	0.12%	40
2017 Q3	$367K	Hold	10,260	–	–	0.12%	37
2017 Q2	$357K	Buy	+10,260	New	+$354K	0.13%	34

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Terril Brothers's IJH Position: Q1 2025 in Review

Terril Brothers sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 10,260 shares — an estimated $639K sold.

Terril Brothers first reported a position in IJH in Q2 2017 and held it in 31 quarters. The position peaked at $639K in Q3 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Terril Brothers reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Terril Brothers sold 10,260 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $639K.
Terril Brothers first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 31 quarters.
Terril Brothers's iShares Core S&P Mid-Cap ETF position peaked at $639K in Q3 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Terril Brothers's 13F filing for Q1 2025, filed 13 May 2025.