Von Berge Wealth Management Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Von Berge Wealth Management 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	–	Sell	-3,710	Closed	-$237K	–	16
2025 Q2	$237K	Buy	3,710 +11	+0.3%	+$646	0.13%	58
2025 Q1	$210K	Buy	3,699 +9	+0.2%	+$559	0.14%	59
2024 Q4	$241K	Buy	3,690 +15	+0.4%	+$962	0.15%	57
2024 Q3	$241K	Buy	3,675 +14	+0.4%	+$844	0.15%	57
2024 Q2	$212K	Hold	3,661	–	–	0.13%	62
2024 Q1	$222K	Sell	3,661 -59	-2%	-$3.34K	0.14%	62
2023 Q4	$203K	Buy	+3,720	New	+$189K	0.16%	66
2023 Q2	–	Sell	-4,835	Closed	-$242K	–	65
2023 Q1	$242K	Hold	4,835	–	–	0.22%	53
2022 Q4	$252K	Hold	4,835	–	–	0.23%	48
2022 Q3	$218K	Hold	4,835	–	–	0.23%	48
2022 Q2	$220K	Hold	4,835	–	–	0.23%	51
2022 Q1	$253K	Sell	4,835 -185	-4%	-$9.85K	0.23%	51
2021 Q4	$263K	Buy	+5,020	New	+$279K	0.24%	48

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

Von Berge Wealth Management Group's IJH Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 3,710 shares — an estimated $237K sold.

Von Berge Wealth Management Group first reported a position in IJH in Q4 2021 and held it in 13 quarters. The position peaked at $263K in Q4 2021. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Von Berge Wealth Management Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 3,710 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $237K.
Von Berge Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 13 quarters.
Von Berge Wealth Management Group's iShares Core S&P Mid-Cap ETF position peaked at $263K in Q4 2021.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.