Wade Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Wade Financial Advisory's IJH Position: Q1 2025 in Review
Wade Financial Advisory held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2025 at 3,835 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #74.
Wade Financial Advisory first reported a position in IJH in Q1 2024 and has held it in 5 quarters since. The position peaked at $239K in Q3 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.
- Wade Financial Advisory held 3,835 shares of iShares Core S&P Mid-Cap ETF worth $224K as of Q1 2025.
- Wade Financial Advisory left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2025.
- iShares Core S&P Mid-Cap ETF made up 0.08% of Wade Financial Advisory's portfolio in Q1 2025, its #74 holding.
- Wade Financial Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 5 quarters since.
- Wade Financial Advisory's iShares Core S&P Mid-Cap ETF position peaked at $239K 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 Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.