WFA Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WFA Asset Management’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	$93.2K	Hold	1,496	–	–	0.05%	73
2025 Q2	$87.5K	Hold	1,496	–	–	0.05%	76
2025 Q1	$90.9K	Buy	1,496 +72	+5%	+$4.47K	0.05%	78
2024 Q4	$88.7K	Sell	1,424 -72	-5%	-$4.62K	0.05%	83
2024 Q3	$93.2K	Hold	1,496	–	–	0.05%	73
2024 Q2	$87.5K	Hold	1,496	–	–	0.05%	76
2024 Q1	$90.9K	Buy	+1,496	New	+$84.7K	0.05%	78
2022 Q4	–	Sell	-4,100	Closed	-$180K	–	236
2022 Q3	$180K	Hold	4,100	–	–	0.13%	47
2022 Q2	$186K	Hold	4,100	–	–	0.13%	47
2022 Q1	$220K	Buy	+4,100	New	+$218K	0.14%	44

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

WFA Asset Management's IJH Position: Q3 2025 in Review

WFA Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2025 at 1,496 shares worth $93.2K. The position accounts for 0.05% of the portfolio, ranked #73.

WFA Asset Management first reported a position in IJH in Q1 2022 and has held it in 10 quarters since. The position peaked at $220K in Q1 2022. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

WFA Asset Management held 1,496 shares of iShares Core S&P Mid-Cap ETF worth $93.2K as of Q3 2025.
WFA Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2025.
iShares Core S&P Mid-Cap ETF made up 0.05% of WFA Asset Management's portfolio in Q3 2025, its #73 holding.
WFA Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
WFA Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $220K in Q1 2022.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.