Windsor Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Windsor Advisory Group’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	–	Sell	-575	Closed	-$35.7K	–	83
2025 Q2	$35.7K	Buy	+575	New	+$33.8K	0.05%	48
2025 Q1	–	Sell	-10,825	Closed	-$675K	–	62
2024 Q4	$675K	Sell	10,825 -1,050	-9%	-$67.3K	0.78%	28
2024 Q3	$740K	Buy	+11,875	New	+$716K	0.84%	27
2024 Q1	–	Sell	-260	Closed	-$14.4K	–	53
2023 Q4	$14.4K	Buy	+260	New	+$13.2K	0.04%	51
2023 Q2	–	Sell	-275	Closed	-$13.9K	–	61
2023 Q1	$13.9K	Sell	275 -290	-51%	-$14.8K	0.03%	61
2022 Q4	$27.4K	Buy	+565	New	+$27.3K	0.07%	61

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

Windsor Advisory Group's IJH Position: Q3 2025 in Review

Windsor Advisory Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 575 shares — an estimated $35.7K sold.

Windsor Advisory Group first reported a position in IJH in Q4 2022 and held it in 6 quarters. The position peaked at $740K in Q3 2024. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Windsor Advisory Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Windsor Advisory Group sold 575 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $35.7K.
Windsor Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 6 quarters.
Windsor Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $740K in Q3 2024.
2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Windsor Advisory Group's 13F filing for Q3 2025, filed 14 Nov 2025.