Wealth Advisors of Tampa Bay’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealth Advisors of Tampa Bay’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 Q2	–	Sell	-1,306	Closed	-$76.2K	–	117
2025 Q1	$76.2K	Buy	+1,306	New	+$81.1K	0.03%	116
2022 Q2	–	Sell	-4,550	Closed	-$244K	–	100
2022 Q1	$244K	Hold	4,550	–	–	0.07%	91
2021 Q4	$258K	Buy	+4,550	New	+$253K	0.06%	94
2018 Q4	–	Sell	-5,330	Closed	-$215K	–	71
2018 Q3	$215K	Hold	5,330	–	–	0.15%	68
2018 Q2	$208K	Buy	+5,330	New	+$206K	0.16%	67

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 $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Advisors of Tampa Bay's IJH Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025, closing a stake of 1,306 shares — an estimated $76.2K sold.

Wealth Advisors of Tampa Bay first reported a position in IJH in Q2 2018 and held it in 5 quarters. The position peaked at $258K in Q4 2021. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 1,306 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $76.2K.
Wealth Advisors of Tampa Bay first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and held it in 5 quarters.
Wealth Advisors of Tampa Bay's iShares Core S&P Mid-Cap ETF position peaked at $258K in Q4 2021.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.