Wealthstream Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wealthstream Advisors’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	$983K	Sell	15,067 -6,500	-30%	-$418K	0.15%	56
2025 Q2	$1.34M	Sell	21,567 -181	-0.8%	-$10.6K	0.22%	38
2025 Q1	$1.27M	Sell	21,748 -715	-3%	-$44.4K	0.24%	34
2024 Q4	$1.4M	Hold	22,463	–	–	0.26%	32
2024 Q3	$1.4M	Hold	22,463	–	–	0.25%	31
2024 Q2	$1.31M	Sell	22,463 -1,481	-6%	-$87K	0.48%	29
2024 Q1	$1.45M	Buy	23,944 +789	+3%	+$44.7K	0.55%	27
2023 Q4	$1.28M	Buy	23,155 +15	+0.1%	+$761	0.53%	26
2023 Q3	$1.15M	Hold	23,140	–	–	0.6%	23
2023 Q2	$1.21M	Hold	23,140	–	–	0.63%	22
2023 Q1	$1.16M	Sell	23,140 -140	-0.6%	-$7.13K	0.69%	21
2022 Q4	$1.13M	Hold	23,280	–	–	0.73%	22
2022 Q3	$1.02M	Hold	23,280	–	–	1.1%	16
2022 Q2	$1.05M	Sell	23,280 -505	-2%	-$24.9K	1.06%	16
2022 Q1	$1.28M	Sell	23,785 -85	-0.4%	-$4.53K	1.12%	17
2021 Q4	$1.35M	Buy	+23,870	New	+$1.33M	1.15%	17

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

Wealthstream Advisors's IJH Position: Q3 2025 in Review

Wealthstream Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 30% in Q3 2025, selling an estimated $418K and leaving 15,067 shares worth $983K. The position accounts for 0.15% of the portfolio, ranked #56.

Wealthstream Advisors first reported a position in IJH in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.45M in Q1 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Wealthstream Advisors held 15,067 shares of iShares Core S&P Mid-Cap ETF worth $983K as of Q3 2025.
Wealthstream Advisors sold 6,500 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $418K.
iShares Core S&P Mid-Cap ETF made up 0.15% of Wealthstream Advisors's portfolio in Q3 2025, its #56 holding.
Wealthstream Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Wealthstream Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.45M in Q1 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.