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Watts Gwilliam & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Watts Gwilliam & Co’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 		$246K Buy
3,774
+1
+0% +$64 0.04% 193
2025
Q2 		$250K Sell
3,773
-1,503
-28% -$88.2K 0.04% 190
2025
Q1 		$308K Buy
5,276
+753
+17% +$46.8K 0.07% 157
2024
Q4 		$283K Buy
4,523
+288
+7% +$18.5K 0.06% 169
2024
Q3 		$262K Buy
+4,235
New +$255K 0.06% 169
2024
Q1 		$255K Buy
+4,235
New +$240K 0.08% 149

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Watts Gwilliam & Co's IJH Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.03% in Q3 2025, buying an estimated $64 and bringing the position to 3,774 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #193.

Watts Gwilliam & Co first reported a position in IJH in Q1 2024 and has held it in 6 quarters since. The position peaked at $308K in Q1 2025. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Watts Gwilliam & Co held 3,774 shares of iShares Core S&P Mid-Cap ETF worth $246K as of Q3 2025.
  • Watts Gwilliam & Co bought 1 iShares Core S&P Mid-Cap ETF share in Q3 2025, an estimated $64.
  • iShares Core S&P Mid-Cap ETF made up 0.04% of Watts Gwilliam & Co's portfolio in Q3 2025, its #193 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Core S&P Mid-Cap ETF position peaked at $308K in Q1 2025.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.