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

Advisors Management Group’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
Q2 		– Sell
-3,773
Closed -$229K – 159
2024
Q1 		$229K Buy
+3,773
New +$214K 0.06% 143

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Management Group's IJH Position: Q2 2024 in Review

Advisors Management Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 3,773 shares — an estimated $229K sold.

Advisors Management Group first reported a position in IJH in Q1 2024 and held it in 1 quarter. The position peaked at $229K in Q1 2024. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

  • Advisors Management Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Advisors Management Group sold 3,773 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $229K.
  • Advisors Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Advisors Management Group's iShares Core S&P Mid-Cap ETF position peaked at $229K in Q1 2024.
  • 2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Advisors Management Group's 13F filing for Q2 2024, filed 31 Jul 2024.