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Wood Tarver Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Wood Tarver Financial 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
-1,635
Closed -$101K – 370
2025
Q2 		$101K Hold
1,635
– – 0.03% 212
2025
Q1 		$95.4K Hold
1,635
– – 0.03% 205
2024
Q4 		$101K Buy
+1,635
New +$105K 0.03% 193

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wood Tarver Financial Group's IJH Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 1,635 shares — an estimated $101K sold.

Wood Tarver Financial Group first reported a position in IJH in Q4 2024 and held it in 3 quarters. The position peaked at $101K in Q2 2025. 2,455 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,635 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $101K.
  • Wood Tarver Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $101K in Q2 2025.
  • 2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.