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

Transform Wealth’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 		$265K Sell
4,535
-790
-15% -$49.1K 0.02% 217
2024
Q4 		$332K Buy
5,325
+8
+0.2% +$513 0.02% 209
2024
Q3 		$331K Sell
5,317
-1,209
-19% -$72.9K 0.02% 176
2024
Q2 		$382K Sell
6,526
-386
-6% -$22.7K 0.03% 160
2024
Q1 		$420K Buy
6,912
+1,942
+39% +$110K 0.04% 162
2023
Q4 		$275K Buy
4,970
+215
+5% +$10.9K 0.03% 213
2023
Q3 		$238K Sell
4,755
-2,875
-38% -$151K 0.03% 220
2023
Q2 		$399K Sell
7,630
-1,170
-13% -$58.1K 0.04% 195
2023
Q1 		$440K Buy
8,800
+3,555
+68% +$181K 0.04% 180
2022
Q4 		$254K Buy
+5,245
New +$253K 0.03% 201
2022
Q3 		– Sell
-18,220
Closed -$824K – 192
2022
Q2 		$824K Buy
18,220
+25
+0.1% +$1.23K 0.12% 99
2022
Q1 		$976K Sell
18,195
-745
-4% -$39.7K 0.11% 113
2021
Q4 		$1.07M Sell
18,940
-75
-0.4% -$4.17K 0.11% 109
2021
Q3 		$1M Sell
19,015
-47,325
-71% -$2.55M 0.11% 111
2021
Q2 		$3.57M Sell
66,340
-2,505
-4% -$135K 0.44% 71
2021
Q1 		$3.58M Buy
68,845
+60,485
+724% +$3.02M 0.72% 52
2020
Q4 		$384K Sell
8,360
-2,500
-23% -$105K 0.08% 166
2020
Q3 		$402K Sell
10,860
-6,760
-38% -$253K 0.06% 157
2020
Q2 		$627K Sell
17,620
-815
-4% -$27.1K 0.11% 131
2020
Q1 		$530K Buy
18,435
+5,305
+40% +$197K 0.11% 140
2019
Q4 		$541K Buy
+13,130
New +$520K 0.09% 156

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transform Wealth's IJH Position: Q1 2025 in Review

Transform Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2025, selling an estimated $49.1K and leaving 4,535 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #217.

Transform Wealth first reported a position in IJH in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.58M in Q1 2021. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Transform Wealth held 4,535 shares of iShares Core S&P Mid-Cap ETF worth $265K as of Q1 2025.
  • Transform Wealth sold 790 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $49.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #217 holding.
  • Transform Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Transform Wealth's iShares Core S&P Mid-Cap ETF position peaked at $3.58M in Q1 2021.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.