Form 13-F position report

ISHARES CORE S&P MID-CAP ETF

Reported by MY Wealth Management Inc

ETF profile Manager portfolio Source filing
IJH CUSIP 464287507 Manager CIK 0001827845
Latest reported change

Reported 37,267 shares, down 765 (2.0%) from the prior quarter.

Reported value 3.1%; share count -2.0% vs. the prior quarter.

Reduced
% of reported 13F value 2.13% This manager · Q3 2025
Shares 37,267 Quarter-end amount reported
Reported value $2,432,044 Fair value at quarter end
Consecutive quarters held 16 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 34,260 -12 (0.0%) 1.8% $2,465,022 2026-10-21
Q2 2026 Reduced 34,272 -3,783 (-9.9%) 1.86% $2,642,714 2026-08-07
Q1 2026 Added 38,055 +2,518 (7.1%) 2.15% $2,220,509 2026-05-04
Q4 2025 Reduced 35,537 -1,730 (-4.6%) 2.04% $2,345,442 2026-02-10
Q3 2025 Reduced 37,267 -765 (-2.0%) 2.13% $2,432,044 2025-10-15
Q2 2025 Reduced 38,032 -23 (-0.1%) 2.26% $2,358,745 2025-07-14
Q1 2025 Unchanged 38,055 0 (0.0%) 2.15% $2,222,261 2025-05-06
Q4 2024 Unchanged 38,055 0 (0.0%) 2.37% $2,371,207 2025-02-07
Q3 2024 Reduced 38,055 -970 (-2.5%) 2.41% $2,371,588 2024-11-07
Q2 2024 Added 39,025 +1,260 (3.3%) 2.6% $2,283,743 2024-08-08
Q1 2024 Reduced 37,765* -23,035 (-37.9%) 2.53% $2,293,846 2024-05-13
Q4 2023 Added 12,160 +634 (5.5%) 3.17% $3,370,144 2024-02-08
Q3 2023 Reduced 11,526 -11 (-0.1%) 2.86% $2,874,008 2023-11-14
Q2 2023 Added 11,537 +417 (3.8%) 2.75% $3,016,695 2023-07-31
Q1 2023 Reduced 11,120 -23 (-0.2%) 2.79% $2,781,779 2023-04-28
Q4 2022 Added 11,143 +2,028 (22.2%) 4.11% $2,695,380 2023-02-01
Q3 2022 Reduced 9,115 -554 (-5.7%) 2.14% $1,999,000 2022-11-09
Q2 2022 Reduced 9,669 -31 (-0.3%) 2.36% $2,187,000 2022-08-01
Q1 2022 Reduced 9,700 -177 (-1.8%) 2.41% $2,603,000 2022-05-04
Q4 2021 New 9,877 +9,877 (0.0%) 2.46% $2,796,000 2022-02-04
Institutional context

Who else reported the position

2540 managers reported ISHARES CORE S&P MID-CAP ETF for Q3 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 122,648,738 +2,757,510 5.34% $8,004,056,648 50 qtrs
Bank of America Corporation Added 67,916,121 +35,513 0.3% $4,432,206,041 50 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 55,547,436 -4,425,514 0.65% $3,625,025,685 50 qtrs
WELLS FARGO & COMPANY MN Added 52,504,470 +2,427,059 0.65% $3,426,441,676 50 qtrs
FMR LLC Added 41,579,695 +4,907,673 0.14% $2,713,490,931 50 qtrs
RAYMOND JAMES FINANCIAL INC Reduced 38,660,423 -59,375 0.81% $2,522,979,044 4 qtrs
MORGAN STANLEY Added 37,043,045 +86,338 0.15% $2,417,429,237 50 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 34,554,428 -17,878 0.65% $2,255,021,986 50 qtrs
The Goldman Sachs Group Inc Added 28,327,948 +1,444,149 0.23% $1,848,681,872 50 qtrs
LPL Financial LLC Added 27,717,607 +1,758,095 0.53% $1,808,850,962 50 qtrs
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Filing details and methodology As reported
Report period
September 30, 2025
Filed
October 15, 2025
Filing type
13F-HR
Position type
CORE S&P MCP ETF

Voting authority reported

Sole
37,267
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.