TruNorth Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

TruNorth Capital Management’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	-1,983	Closed	-$129K	–	243
2025 Q3	$129K	Buy	1,983 +571	+40%	+$36.7K	0.03%	115
2025 Q2	$87.6K	Sell	1,412 -352	-20%	-$20.7K	0.02%	125
2025 Q1	$103K	Buy	1,764 +354	+25%	+$22K	0.03%	137
2024 Q4	$87.9K	Sell	1,410 -481	-25%	-$30.8K	0.02%	110
2024 Q3	$118K	Sell	1,891 -1,429	-43%	-$86.2K	0.03%	91
2024 Q2	$194K	Buy	3,320 +700	+27%	+$41.1K	0.06%	64
2024 Q1	$159K	Buy	+2,620	New	+$148K	0.05%	69

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

TruNorth Capital Management's IJH Position: Q4 2025 in Review

TruNorth Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 1,983 shares — an estimated $129K sold.

TruNorth Capital Management first reported a position in IJH in Q1 2024 and held it in 7 quarters. The position peaked at $194K in Q2 2024. 2,636 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

TruNorth Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 1,983 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $129K.
TruNorth Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $194K in Q2 2024.
2,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.