Wela Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.3M | Sell |
127,135
-793
| -0.6% | -$51K | 3.15% | 8 |
|
|
2025
Q2 | $7.93M | Buy |
127,928
+3,014
| +2% | +$177K | 3.13% | 8 |
|
|
2025
Q1 | $7.29M | Buy |
+124,914
| New | +$7.76M | 3.08% | 8 |
|
|
2024
Q4 | – | Sell |
-114,565
| Closed | -$7.14M | – | 64 |
|
|
2024
Q3 | $7.14M | Sell |
114,565
-7,329
| -6% | -$442K | 3.11% | 8 |
|
|
2024
Q2 | $7.13M | Buy |
121,894
+398
| +0.3% | +$23.4K | 3.32% | 8 |
|
|
2024
Q1 | $7.38M | Sell |
121,496
-128,829
| -51% | -$7.29M | 3.49% | 8 |
|
|
2023
Q4 | $13.9M | Buy |
250,325
+3,285
| +1% | +$167K | 7.45% | 4 |
|
|
2023
Q3 | $12.3M | Buy |
+247,040
| New | +$12.9M | 7.36% | 4 |
|
|
2023
Q2 | – | Sell |
-244,535
| Closed | -$12.2M | – | 43 |
|
|
2023
Q1 | $12.2M | Buy |
244,535
+99,580
| +69% | +$5.07M | 6.55% | 5 |
|
|
2022
Q4 | $7.01M | Buy |
144,955
+2,260
| +2% | +$109K | 3.94% | 7 |
|
|
2022
Q3 | $6.26M | Buy |
142,695
+13,305
| +10% | +$643K | 4.24% | 6 |
|
|
2022
Q2 | $5.85M | Buy |
129,390
+7,555
| +6% | +$373K | 3.43% | 8 |
|
|
2022
Q1 | $6.54M | Sell |
121,835
-169,340
| -58% | -$9.02M | 3.36% | 8 |
|
|
2021
Q4 | $16.5M | Buy |
291,175
+8,460
| +3% | +$471K | 8.15% | 4 |
|
|
2021
Q3 | $14.9M | Buy |
282,715
+72,980
| +35% | +$3.93M | 7.76% | 4 |
|
|
2021
Q2 | $11.3M | Sell |
209,735
-1,965
| -0.9% | -$106K | 4.57% | 6 |
|
|
2021
Q1 | $11M | Sell |
211,700
-21,895
| -9% | -$1.09M | 5.93% | 4 |
|
|
2020
Q4 | $10.7M | Sell |
233,595
-1,245
| -0.5% | -$52.5K | 6.18% | 5 |
|
|
2020
Q3 | $8.7M | Sell |
234,840
-70,620
| -23% | -$2.64M | 5.54% | 4 |
|
|
2020
Q2 | $10.9M | Sell |
305,460
-5,095
| -2% | -$169K | 6.91% | 4 |
|
|
2020
Q1 | $8.94M | Buy |
310,555
+21,105
| +7% | +$785K | 6.48% | 4 |
|
|
2019
Q4 | $11.9M | Buy |
289,450
+17,000
| +6% | +$674K | 7.05% | 6 |
|
|
2019
Q3 | $10.5M | Buy |
272,450
+126,660
| +87% | +$4.87M | 6.5% | 6 |
|
|
2019
Q2 | $5.66M | Sell |
145,790
-11,175
| -7% | -$428K | 3.59% | 9 |
|
|
2019
Q1 | $5.95M | Sell |
156,965
-99,400
| -39% | -$3.67M | 3.96% | 8 |
|
|
2018
Q4 | $8.51M | Buy |
256,365
+11,650
| +5% | +$425K | 6.42% | 5 |
|
|
2018
Q3 | $9.85M | Buy |
244,715
+1,650
| +0.7% | +$66.3K | 6.94% | 5 |
|
|
2018
Q2 | $9.47M | Buy |
243,065
+21,055
| +9% | +$813K | 7.05% | 5 |
|
|
2018
Q1 | $8.29M | Buy |
222,010
+112,990
| +104% | +$4.32M | 6.63% | 5 |
|
|
2017
Q4 | $4.14M | Buy |
109,020
+475
| +0.4% | +$17.6K | 3.26% | 10 |
|
|
2017
Q3 | $3.88M | Sell |
108,545
-57,050
| -34% | -$1.99M | 3.65% | 9 |
|
|
2017
Q2 | $5.76M | Buy |
165,595
+11,150
| +7% | +$385K | 5.28% | 7 |
|
|
2017
Q1 | $5.29M | Buy |
+154,445
| New | +$5.26M | 5.19% | 7 |
|
Other funds holding IJH
Wela Strategies's IJH Position: Q3 2025 in Review
Wela Strategies reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.62% in Q3 2025, selling an estimated $51K and leaving 127,135 shares worth $8.3M. The position accounts for 3.15% of the portfolio, ranked #8.
Wela Strategies first reported a position in IJH in Q1 2017 and has held it in 33 quarters since. The position peaked at $16.5M in Q4 2021. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.
- Wela Strategies held 127,135 shares of iShares Core S&P Mid-Cap ETF worth $8.3M as of Q3 2025.
- Wela Strategies sold 793 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $51K.
- iShares Core S&P Mid-Cap ETF made up 3.15% of Wela Strategies's portfolio in Q3 2025, its #8 holding.
- Wela Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 33 quarters since.
- Wela Strategies's iShares Core S&P Mid-Cap ETF position peaked at $16.5M 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 Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.