9258 Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

9258 Wealth Management’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
2024 Q3	$2.02M	Buy	32,446 +77	+0.2%	+$4.64K	0.3%	67
2024 Q2	$1.89M	Sell	32,369 -529	-2%	-$31.1K	0.29%	66
2024 Q1	$2M	Sell	32,898 -2,277	-6%	-$129K	0.31%	67
2023 Q4	$1.95M	Sell	35,175 -5,740	-14%	-$291K	0.34%	61
2023 Q3	$2.04M	Sell	40,915 -420	-1%	-$22K	0.4%	54
2023 Q2	$2.16M	Sell	41,335 -4,695	-10%	-$233K	0.41%	50
2023 Q1	$2.3M	Sell	46,030 -920	-2%	-$46.9K	0.47%	47
2022 Q4	$2.27M	Buy	46,950 +1,255	+3%	+$60.6K	0.49%	47
2022 Q3	$2M	Sell	45,695 -3,465	-7%	-$168K	0.51%	45
2022 Q2	$2.22M	Sell	49,160 -1,525	-3%	-$75.3K	0.57%	39
2022 Q1	$2.72M	Buy	50,685 +1,100	+2%	+$58.6K	0.63%	31
2021 Q4	$2.81M	Buy	49,585 +4,045	+9%	+$225K	0.64%	28
2021 Q3	$2.4M	Buy	45,540 +5,035	+12%	+$271K	0.64%	29
2021 Q2	$2.18M	Buy	40,505 +7,640	+23%	+$412K	0.59%	29
2021 Q1	$1.71M	Buy	32,865 +2,770	+9%	+$138K	0.51%	34
2020 Q4	$1.38M	Sell	30,095 -3,090	-9%	-$130K	0.45%	45
2020 Q3	$1.26M	Sell	33,185 -925	-3%	-$34.6K	0.48%	43
2020 Q2	$1.21M	Buy	34,110 +75	+0.2%	+$2.49K	0.49%	42
2020 Q1	$1.1M	Sell	34,035 -1,295	-4%	-$48.1K	0.48%	48
2019 Q4	$1.45M	Buy	35,330 +14,655	+71%	+$581K	0.53%	37
2019 Q3	$799K	Sell	20,675 -3,570	-15%	-$137K	0.62%	54
2019 Q2	$942K	Buy	24,245 +5,160	+27%	+$198K	0.76%	41
2019 Q1	$723K	Buy	19,085 +2,390	+14%	+$88.3K	0.61%	53
2018 Q4	$554K	Buy	+16,695	New	+$609K	0.54%	63

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

9258 Wealth Management's IJH Position: Q3 2024 in Review

9258 Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.24% in Q3 2024, buying an estimated $4.64K and bringing the position to 32,446 shares worth $2.02M. The position accounts for 0.3% of the portfolio, ranked #67.

9258 Wealth Management first reported a position in IJH in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.81M in Q4 2021. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

9258 Wealth Management held 32,446 shares of iShares Core S&P Mid-Cap ETF worth $2.02M as of Q3 2024.
9258 Wealth Management bought 77 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $4.64K.
iShares Core S&P Mid-Cap ETF made up 0.3% of 9258 Wealth Management's portfolio in Q3 2024, its #67 holding.
9258 Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
9258 Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.81M in Q4 2021.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.