Willow Creek Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Willow Creek Wealth 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	$2.76M	Buy	42,223 +11	+0%	+$707	0.23%	45
2025 Q2	$2.62M	Sell	42,212 -1,605	-4%	-$94.2K	0.24%	42
2025 Q1	$2.56M	Sell	43,817 -632	-1%	-$39.2K	0.25%	40
2024 Q4	$2.77M	Buy	44,449 +3,638	+9%	+$233K	0.28%	40
2024 Q3	$2.54M	Sell	40,811 -1,667	-4%	-$101K	0.27%	43
2024 Q2	$2.49M	Buy	42,478 +643	+2%	+$37.8K	0.28%	42
2024 Q1	$2.54M	Buy	41,835 +65	+0.2%	+$3.68K	0.3%	41
2023 Q4	$2.32M	Buy	41,770 +27,785	+199%	+$1.41M	0.29%	43
2023 Q3	$698K	Buy	13,985 +610	+5%	+$32K	0.1%	68
2023 Q2	$700K	Buy	13,375 +10	+0.1%	+$497	0.1%	73
2023 Q1	$669K	Buy	13,365 +305	+2%	+$15.5K	0.1%	68
2022 Q4	$632K	Sell	13,060 -10	-0.1%	-$483	0.1%	64
2022 Q3	$573K	Buy	13,070 +15	+0.1%	+$725	0.11%	64
2022 Q2	$591K	Sell	13,055 -1,285	-9%	-$63.4K	0.11%	63
2022 Q1	$770K	Sell	14,340 -125	-0.9%	-$6.66K	0.15%	52
2021 Q4	$819K	Sell	14,465 -15	-0.1%	-$835	0.17%	48
2021 Q3	$762K	Sell	14,480 -60	-0.4%	-$3.23K	0.17%	44
2021 Q2	$781K	Buy	14,540 +210	+1%	+$11.3K	0.19%	43
2021 Q1	$746K	Buy	14,330 +1,455	+11%	+$72.7K	0.27%	32
2020 Q4	$592K	Sell	12,875 -155	-1%	-$6.53K	0.22%	35
2020 Q3	$483K	Buy	13,030 +7,345	+129%	+$275K	0.2%	37
2020 Q2	$202K	Buy	+5,685	New	+$189K	0.09%	77
2020 Q1	–	Sell	-5,100	Closed	-$210K	–	73
2019 Q4	$210K	Buy	+5,100	New	+$202K	0.1%	80
2019 Q3	–	Sell	-5,340	Closed	-$208K	–	86
2019 Q2	$208K	Buy	5,340 +10	+0.2%	+$383	0.1%	79
2019 Q1	$202K	Buy	+5,330	New	+$197K	0.1%	71
2018 Q4	–	Sell	-5,280	Closed	-$213K	–	72
2018 Q3	$213K	Buy	+5,280	New	+$212K	0.12%	66

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Willow Creek Wealth Management's IJH Position: Q3 2025 in Review

Willow Creek Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.03% in Q3 2025, buying an estimated $707 and bringing the position to 42,223 shares worth $2.76M. The position accounts for 0.23% of the portfolio, ranked #45.

Willow Creek Wealth Management first reported a position in IJH in Q3 2018 and has held it in 26 quarters since. The position peaked at $2.77M in Q4 2024. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Willow Creek Wealth Management held 42,223 shares of iShares Core S&P Mid-Cap ETF worth $2.76M as of Q3 2025.
Willow Creek Wealth Management bought 11 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $707.
iShares Core S&P Mid-Cap ETF made up 0.23% of Willow Creek Wealth Management's portfolio in Q3 2025, its #45 holding.
Willow Creek Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 26 quarters since.
Willow Creek Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.77M in Q4 2024.
2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.