BlueStem Wealth Partners, LLC IJH — ISHARES CORE S&P MID-CAP ETF

Ownership history in BlueStem Wealth Partners, LLC  ·  5 quarters on record

AI Ownership Summary

BlueStem Wealth Partners, LLC reported ISHARES CORE S&P MID-CAP ETF (IJH) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 6.74% in 2024 Q4. The latest visible filing shows IJH at 3.79% 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.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlueStem Wealth Partners, LLC'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 3.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.74% in 2024 Q4

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

Time in book
Holding Window
2024 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 BlueStem Wealth Partners, LLC fund profile BlueStem Wealth Partners, LLC full holdings
How BlueStem Wealth Partners, LLC held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 519,901 +20,255 +4.1% 3.79% $34.3M 2026-02-14 (Est.) $71.07
2025 Q3 REDUCED 8.8% +3.1% ❌ 499,646 -48,324 -8.8% 3.73% $32.6M 2025-11-12 $65.09
2025 Q2 ADDED — — — 547,970 +133,652 +32.3% 4.18% $34.0M 2025-08-12 $63.04
2025 Q1 REDUCED 49.7% +6.6% ❌ 414,318 -409,455 -49.7% 3.30% $24.2M 2025-05-07 $57.45
2024 Q4 INITIATED — — — 823,773 — — 6.74% $51.3M 2025-02-05 $63.84

🏢 Other funds also holding IJH

As of 2026 Q1 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.95% MKD WEALTH COACHES, LLC 3Y 7Y 16.53% TRUEFG, LLC 3Y 14.87% Platt Investment Counsel, LLC 3Y 14.86% INSTRUMENTAL WEALTH, LLC 14.02% Altus Wealth Management, LLC 3Y 13.6% Lee Financial Co 3Y 7Y 13.34% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.23% Millburn Ridgefield LLC /DE/ 3Y 7Y 12.03% Alaska Permanent Capital Management, LLC 3Y 7Y 11.2%

FAQ About BlueStem Wealth Partners, LLC and IJH

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

How long has BlueStem Wealth Partners, LLC reported owning IJH?

BlueStem Wealth Partners, LLC reported IJH across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IJH position in BlueStem Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for IJH was 6.74% in 2024 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when BlueStem Wealth Partners, LLC reported 519,901 shares, equal to 3.79% of portfolio, with an estimated market value of $34.3M.

What does the chart on this IJH ownership page compare?

The chart compares BlueStem Wealth Partners, LLC'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.

How well did BlueStem Wealth Partners, LLC time their IJH position?

Based on 13F filing dates vs. subsequent IJH price moves, BlueStem Wealth Partners, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on IJH relative to SPY over the holding period was -2.5%.

← Back to BlueStem Wealth Partners, LLC Holdings