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Ahrens Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$336K Sell
6,725
-75
-1% -$3.82K 0.17% 103
2022
Q4 		$329K Sell
6,800
-1,775
-21% -$85.8K 0.15% 110
2022
Q3 		$376K Buy
8,575
+55
+0.6% +$2.66K 0.2% 92
2022
Q2 		$385K Buy
8,520
+5
+0.1% +$247 0.17% 101
2022
Q1 		$457K Sell
8,515
-1,205
-12% -$64.2K 0.14% 113
2021
Q4 		$550K Sell
9,720
-65
-0.7% -$3.62K 0.24% 87
2021
Q3 		$515K Sell
9,785
-2,525
-21% -$136K 0.25% 103
2021
Q2 		$662K Buy
12,310
+2,490
+25% +$134K 0.31% 89
2021
Q1 		$511K Sell
9,820
-245
-2% -$12.2K 0.26% 103
2020
Q4 		$463K Sell
10,065
-15
-0.1% -$632 0.25% 95
2020
Q3 		$374K Sell
10,080
-3,050
-23% -$114K 0.25% 92
2020
Q2 		$467K Sell
13,130
-12,095
-48% -$402K 0.28% 80
2020
Q1 		$726K Sell
25,225
-27,410
-52% -$1.02M 0.52% 47
2019
Q4 		$2.17M Sell
52,635
-5,610
-10% -$222K 0.9% 31
2019
Q3 		$2.25M Sell
58,245
-18,335
-24% -$705K 0.99% 31
2019
Q2 		$2.98M Sell
76,580
-38,380
-33% -$1.47M 1.35% 18
2019
Q1 		$4.36M Sell
114,960
-23,035
-17% -$851K 1.98% 14
2018
Q4 		$4.58M Sell
137,995
-28,635
-17% -$1.04M 2.14% 11
2018
Q3 		$6.71M Buy
166,630
+5,850
+4% +$235K 2.52% 10
2018
Q2 		$6.26M Buy
160,780
+805
+0.5% +$31.1K 2.62% 10
2018
Q1 		$6M Sell
159,975
-14,320
-8% -$548K 2.58% 11
2017
Q4 		$6.62M Buy
174,295
+4,775
+3% +$177K 2.68% 10
2017
Q3 		$6.07M Sell
169,520
-17,530
-9% -$611K 2.59% 12
2017
Q2 		$6.51M Buy
187,050
+12,100
+7% +$418K 2.81% 8
2017
Q1 		$5.99M Buy
174,950
+15,550
+10% +$529K 2.88% 7
2016
Q4 		$5.27M Buy
+159,400
New +$5.05M 2.77% 8

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's IJH Position: Q1 2023 in Review

Ahrens Investment Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2023, selling an estimated $3.82K and leaving 6,725 shares worth $336K. The position accounts for 0.17% of the portfolio, ranked #103.

Ahrens Investment Partners first reported a position in IJH in Q4 2016 and has held it in 26 quarters since. The position peaked at $6.71M in Q3 2018. 1,912 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

  • Ahrens Investment Partners held 6,725 shares of iShares Core S&P Mid-Cap ETF worth $336K as of Q1 2023.
  • Ahrens Investment Partners sold 75 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $3.82K.
  • iShares Core S&P Mid-Cap ETF made up 0.17% of Ahrens Investment Partners's portfolio in Q1 2023, its #103 holding.
  • Ahrens Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's iShares Core S&P Mid-Cap ETF position peaked at $6.71M in Q3 2018.
  • 1,912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.