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

WoodTrust Financial’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	-7,025	Closed	-$438K	–	170
2024 Q4	$438K	Buy	7,025 +300	+4%	+$19.2K	0.06%	124
2024 Q3	$419K	Sell	6,725 -10,625	-61%	-$641K	0.06%	123
2024 Q2	$1.01M	Buy	+17,350	New	+$1.02M	0.16%	84
2024 Q1	–	Sell	-18,250	Closed	-$1.01M	–	173
2023 Q4	$1.01M	Buy	18,250 +2,375	+15%	+$120K	0.17%	82
2023 Q3	$792K	Buy	+15,875	New	+$832K	0.15%	87
2023 Q2	–	Sell	-6,245	Closed	-$312K	–	153
2023 Q1	$312K	Buy	+6,245	New	+$318K	0.06%	120

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

WoodTrust Financial's IJH Position: Q1 2025 in Review

WoodTrust Financial sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2025, closing a stake of 7,025 shares — an estimated $438K sold.

WoodTrust Financial first reported a position in IJH in Q1 2023 and held it in 6 quarters. The position peaked at $1.01M in Q2 2024. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

WoodTrust Financial reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
WoodTrust Financial sold 7,025 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $438K.
WoodTrust Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 6 quarters.
WoodTrust Financial's iShares Core S&P Mid-Cap ETF position peaked at $1.01M in Q2 2024.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on WoodTrust Financial's 13F filing for Q1 2025, filed 23 Apr 2025.