Wolf Group Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wolf Group Capital Advisors’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	$4.34M	Buy	74,381 +66,464	+840%	+$4.13M	1.46%	16
2024 Q4	$2.07M	Hold	7,917	–	–	1%	33
2024 Q3	$2.07M	Sell	7,917 -53,090	-87%	-$3.2M	0.98%	34
2024 Q2	$3.57M	Buy	61,007 +53,090	+671%	+$3.12M	1.41%	19
2024 Q1	$2.07M	Sell	7,917 -31,668	-80%	-$1.79M	0.98%	34
2023 Q4	$2.07M	Sell	39,585 -2,870	-7%	-$146K	0.98%	34
2023 Q3	$2.12M	Buy	42,455 +3,175	+8%	+$166K	1%	31
2023 Q2	$1.9M	Buy	39,280 +3,370	+9%	+$167K	0.95%	33
2023 Q1	$1.8M	Sell	35,910 -5,405	-13%	-$275K	0.89%	38
2022 Q4	$2M	Buy	41,315 +5,835	+16%	+$282K	0.94%	35
2022 Q3	$1.56M	Sell	35,480 -155	-0.4%	-$7.49K	0.85%	43
2022 Q2	$1.61M	Sell	35,635 -45	-0.1%	-$2.22K	0.84%	43
2022 Q1	$1.92M	Sell	35,680 -40,825	-53%	-$2.17M	0.98%	38
2021 Q4	$4.33M	Buy	76,505 +51,805	+210%	+$2.88M	0.71%	50
2021 Q3	$1.3M	Buy	24,700 +1,495	+6%	+$80.4K	0.71%	53
2021 Q2	$1.25M	Buy	23,205 +55	+0.2%	+$2.97K	0.67%	54
2021 Q1	$1.21M	Buy	23,150 +635	+3%	+$31.7K	0.69%	53
2020 Q4	$1.03M	Sell	22,515 -85	-0.4%	-$3.58K	0.64%	58
2020 Q3	$838K	Sell	22,600 -815	-3%	-$30.5K	0.58%	58
2020 Q2	$833K	Buy	23,415 +1,260	+6%	+$41.8K	0.62%	55
2020 Q1	$637K	Buy	22,155 +545	+3%	+$20.3K	0.53%	56
2019 Q4	$890K	Buy	21,610 +100	+0.5%	+$3.96K	0.58%	52
2019 Q3	$831K	Buy	21,510 +3,055	+17%	+$117K	0.57%	51
2019 Q2	$717K	Buy	18,455 +520	+3%	+$19.9K	0.5%	51
2019 Q1	$679K	Buy	17,935 +2,850	+19%	+$105K	0.47%	52
2018 Q4	$501K	Hold	15,085	–	–	0.37%	57
2018 Q3	$607K	Buy	15,085 +5,130	+52%	+$206K	0.4%	64
2018 Q2	$388K	Sell	9,955 -2,990	-23%	-$116K	0.25%	73
2018 Q1	$486K	Buy	12,945 +4,155	+47%	+$159K	0.32%	68
2017 Q4	$334K	Buy	8,790 +855	+11%	+$31.6K	0.21%	94
2017 Q3	$288K	Buy	7,935 +370	+5%	+$12.9K	0.2%	91
2017 Q2	$263K	Sell	7,565 -800	-10%	-$27.6K	0.2%	83
2017 Q1	$286K	Hold	8,365	–	–	0.19%	82
2016 Q4	$277K	Sell	8,365 -640	-7%	-$20.3K	0.19%	90
2016 Q3	$279K	Sell	9,005 -325	-3%	-$10K	0.19%	92
2016 Q2	$279K	Buy	9,330 +1,325	+17%	+$38.9K	0.21%	87
2016 Q1	$231K	Sell	8,005 -1,130	-12%	-$30.2K	0.17%	93
2015 Q4	$255K	Sell	9,135 -1,080	-11%	-$30.9K	0.19%	96
2015 Q3	$394K	Buy	+10,215	New	+$297K	0.32%	79
2014 Q4	–	Sell	-8,910	Closed	-$244K	–	97
2014 Q3	$244K	Buy	8,910 +550	+7%	+$15.5K	0.18%	93
2014 Q2	$239K	Buy	+8,360	New	+$230K	0.17%	94

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

Wolf Group Capital Advisors's IJH Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 840% in Q1 2025, buying an estimated $4.13M and bringing the position to 74,381 shares worth $4.34M. The position accounts for 1.46% of the portfolio, ranked #16.

Wolf Group Capital Advisors first reported a position in IJH in Q2 2014 and has held it in 41 quarters since. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Wolf Group Capital Advisors held 74,381 shares of iShares Core S&P Mid-Cap ETF worth $4.34M as of Q1 2025.
Wolf Group Capital Advisors bought 66,464 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $4.13M.
iShares Core S&P Mid-Cap ETF made up 1.46% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #16 holding.
Wolf Group Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 41 quarters since.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.