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

Able 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 Q1	–	Sell	-30	Closed	-$1.74K	–	313
2023 Q4	$1.74K	Buy	+30	New	+$1.52K	﹤0.01%	474

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Able Wealth Management's IJH Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 30 shares — an estimated $1.74K sold.

Able Wealth Management first reported a position in IJH in Q4 2023 and held it in 1 quarter. The position peaked at $1.74K in Q4 2023. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Able Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 30 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $1.74K.
Able Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
Able Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.74K in Q4 2023.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.