WMS Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

WMS Partners’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 Q1	–	Sell	-8,986	Closed	-$560K	–	127
2024 Q4	$560K	Buy	8,986 +659	+8%	+$42.3K	0.03%	168
2024 Q3	$519K	Buy	8,327 +3,490	+72%	+$210K	0.03%	175
2024 Q2	$283K	Hold	4,837	–	–	0.02%	212
2024 Q1	$294K	Buy	4,837 +2	+0%	+$113	0.02%	214
2023 Q4	$268K	Sell	4,835 -365	-7%	-$18.5K	0.02%	222
2023 Q3	$259K	Buy	5,200 +265	+5%	+$13.9K	0.02%	220
2023 Q2	$258K	Sell	4,935 -25	-0.5%	-$1.24K	0.02%	241
2023 Q1	$248K	Hold	4,960	–	–	0.02%	235
2022 Q4	$240K	Buy	4,960 +5	+0.1%	+$242	0.02%	228
2022 Q3	$217K	Sell	4,955 -95	-2%	-$4.59K	0.03%	221
2022 Q2	$229K	Buy	5,050 +100	+2%	+$4.94K	0.04%	212
2022 Q1	$266K	Sell	4,950 -140	-3%	-$7.45K	0.04%	207
2021 Q4	$288K	Buy	5,090 +240	+5%	+$13.4K	0.06%	162
2021 Q3	$255K	Sell	4,850 -1,050	-18%	-$56.5K	0.04%	229
2021 Q2	$317K	Buy	5,900 +1,055	+22%	+$57K	0.05%	195
2021 Q1	$252K	Buy	4,845 +95	+2%	+$4.74K	0.06%	193
2020 Q4	$218K	Buy	+4,750	New	+$200K	0.04%	225
2019 Q3	–	Sell	-7,615	Closed	-$296K	–	228
2019 Q2	$296K	Hold	7,615	–	–	0.07%	164
2019 Q1	$288K	Hold	7,615	–	–	0.07%	151
2018 Q4	$253K	Sell	7,615 -1,855	-20%	-$67.7K	0.07%	155
2018 Q3	$381K	Hold	9,470	–	–	0.04%	143
2018 Q2	$369K	Buy	9,470 +240	+3%	+$9.27K	0.04%	143
2018 Q1	$346K	Hold	9,230	–	–	0.04%	147
2017 Q4	$350K	Sell	9,230 -2,495	-21%	-$92.3K	0.04%	164
2017 Q3	$420K	Hold	11,725	–	–	0.05%	141
2017 Q2	$408K	Sell	11,725 -2,475	-17%	-$85.4K	0.05%	140
2017 Q1	$486K	Buy	14,200 +1,475	+12%	+$50.2K	0.06%	117
2016 Q4	$421K	Hold	12,725	–	–	0.06%	123
2016 Q3	$394K	Hold	12,725	–	–	0.05%	129
2016 Q2	$380K	Sell	12,725 -105	-0.8%	-$3.08K	0.05%	136
2016 Q1	$370K	Sell	12,830 -660	-5%	-$17.6K	0.05%	141
2015 Q4	$376K	Buy	13,490 +105	+0.8%	+$3K	0.05%	140
2015 Q3	$366K	Sell	13,385 -3,085	-19%	-$89.7K	0.06%	143
2015 Q2	$494K	Buy	16,470 +180	+1%	+$5.49K	0.06%	173
2015 Q1	$495K	Buy	16,290 +3,085	+23%	+$91.3K	0.06%	161
2014 Q4	$382K	Hold	13,205	–	–	0.06%	137
2014 Q3	$361K	Sell	13,205 -420	-3%	-$11.8K	0.06%	164
2014 Q2	$390K	Hold	13,625	–	–	0.06%	165
2014 Q1	$375K	Buy	+13,625	New	+$367K	0.06%	168

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMS Partners's IJH Position: Q1 2025 in Review

WMS Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 8,986 shares — an estimated $560K sold.

WMS Partners first reported a position in IJH in Q1 2014 and held it in 39 quarters. The position peaked at $560K in Q4 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

WMS Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 8,986 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $560K.
WMS Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and held it in 39 quarters.
WMS Partners's iShares Core S&P Mid-Cap ETF position peaked at $560K in Q4 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.