IJH — ISHARES CORE S&P MID CAP ETF

Ownership history in Avondale Wealth Management  ·  32 quarters on record

AI Ownership Summary

Avondale Wealth Management reported ISHARES CORE S&P MID CAP ETF (IJH) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.36% in 2023 Q4. The latest visible filing shows IJH at 9.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avondale Wealth Management's position in ISHARES CORE S&P MID CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJH was reported at 9.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.36% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJH stock page Avondale Wealth Management fund profile Avondale Wealth Management full holdings
How Avondale Wealth Management held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 283,468 +7,739 +2.8% 9.62% $18.7M 2026-02-14 (Est.) $71.07
2025 Q3 REDUCED 275,729 -4,777 -1.7% 9.59% $18.0M 2025-11-17 $62.55
2025 Q2 ADDED 280,506 +9,635 +3.6% 9.72% $17.4M 2025-07-17 $62.84
2025 Q1 ADDED 270,871 +15,914 +6.2% 9.95% $15.8M 2025-04-08 $50.47
2024 Q4 REDUCED 254,957 -4,816 -1.9% 10.18% $15.9M 2025-01-10 $60.88
2024 Q3 ADDED 259,773 +5,950 +2.3% 10.52% $16.2M 2024-10-10 $60.71
2024 Q2 REDUCED 253,823 -3,614 -1.4% 10.15% $14.9M 2024-07-12 $58.97
2024 Q1 ADDED 257,437 +206,540 +405.8% 10.96% $15.6M 2024-04-02 $57.98
2023 Q4 ADDED 50,897 +6,320 +14.2% 11.36% $14.1M 2024-01-10 $52.95
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJH

As of 2026 Q1 — sorted by position size

BURKETT FINANCIAL SERVICES, LLC 5.99% Bangor Savings Bank 3Y 7Y 5.01% Coastline Trust Co 3Y 7Y 3.33% Hilltop National Bank 1.34% Box Hill Private Wealth LLC 0.98% Noble Wealth Management PBC 0.96% First County Bank /CT/ 0.79% Crumly & Associates Inc. 3Y 0.71% Adelphi Trust Co 0.53% Horizons Wealth Management 3Y 0.42%

FAQ About Avondale Wealth Management and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avondale Wealth Management reported owning IJH?

Avondale Wealth Management reported IJH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJH position in Avondale Wealth Management's portfolio?

The largest reported portfolio weight for IJH was 11.36% in 2023 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when Avondale Wealth Management reported 283,468 shares, equal to 9.62% of portfolio, with an estimated market value of $18.7M.

What does the chart on this IJH ownership page compare?

The chart compares Avondale Wealth Management's quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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