Vishria Bird Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Vishria Bird Financial 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 Q3	$8.6M	Sell	131,791 -446	-0.3%	-$28.7K	1.69%	22
2025 Q2	$8.2M	Sell	132,237 -408	-0.3%	-$23.9K	2.73%	14
2025 Q1	$7.74M	Buy	132,645 +128,300	+2,953%	+$7.97M	2.63%	13
2024 Q4	$271K	Hold	4,345	–	–	0.09%	73
2024 Q3	$271K	Hold	4,345	–	–	0.1%	74
2024 Q2	$254K	Hold	4,345	–	–	0.11%	59
2024 Q1	$264K	Hold	4,345	–	–	0.11%	60
2023 Q4	$241K	Hold	4,345	–	–	0.11%	55
2023 Q3	$217K	Hold	4,345	–	–	0.12%	54
2023 Q2	$227K	Hold	4,345	–	–	0.13%	53
2023 Q1	$217K	Hold	4,345	–	–	0.14%	53
2022 Q4	$210K	Buy	+4,345	New	+$210K	0.15%	58
2022 Q2	–	Sell	-4,345	Closed	-$233K	–	61
2022 Q1	$233K	Hold	4,345	–	–	0.13%	56
2021 Q4	$246K	Hold	4,345	–	–	0.11%	60
2021 Q3	$229K	Hold	4,345	–	–	0.12%	58
2021 Q2	$234K	Hold	4,345	–	–	0.12%	54
2021 Q1	$226K	Buy	+4,345	New	+$217K	0.12%	51
2020 Q1	–	Sell	-5,070	Closed	-$209K	–	45
2019 Q4	$209K	Sell	5,070 -655	-11%	-$26K	0.2%	46
2019 Q3	$221K	Hold	5,725	–	–	0.25%	43
2019 Q2	$222K	Buy	5,725 +210	+4%	+$8.05K	0.22%	46
2019 Q1	$209K	Buy	+5,515	New	+$204K	0.21%	47
2018 Q4	–	Sell	-5,515	Closed	-$222K	–	50
2018 Q3	$222K	Hold	5,515	–	–	0.19%	46
2018 Q2	$215K	Buy	+5,515	New	+$213K	0.2%	46

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

Vishria Bird Financial Group's IJH Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.34% in Q3 2025, selling an estimated $28.7K and leaving 131,791 shares worth $8.6M. The position accounts for 1.69% of the portfolio, ranked #22.

Vishria Bird Financial Group first reported a position in IJH in Q2 2018 and has held it in 23 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Vishria Bird Financial Group held 131,791 shares of iShares Core S&P Mid-Cap ETF worth $8.6M as of Q3 2025.
Vishria Bird Financial Group sold 446 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $28.7K.
iShares Core S&P Mid-Cap ETF made up 1.69% of Vishria Bird Financial Group's portfolio in Q3 2025, its #22 holding.
Vishria Bird Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 23 quarters since.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.