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

Aletheian Wealth Advisors’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	–	Sell	-4,265	Closed	-$250K	–	87
2024 Q2	$250K	Hold	4,265	–	–	0.13%	77
2024 Q1	$259K	Hold	4,265	–	–	0.14%	73
2023 Q4	$236K	Sell	4,265 -25	-0.6%	-$1.27K	0.16%	73
2023 Q3	$214K	Sell	4,290 -50	-1%	-$2.62K	0.16%	71
2023 Q2	$227K	Hold	4,340	–	–	0.16%	75
2023 Q1	$217K	Sell	4,340 -25	-0.6%	-$1.27K	0.19%	60
2022 Q4	$211K	Buy	+4,365	New	+$211K	0.18%	79
2022 Q2	–	Sell	-5,635	Closed	-$302K	–	58
2022 Q1	$302K	Sell	5,635 -6,745	-54%	-$359K	0.29%	48
2021 Q4	$701K	Buy	+12,380	New	+$689K	0.69%	31

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

Aletheian Wealth Advisors's IJH Position: Q3 2024 in Review

Aletheian Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 4,265 shares — an estimated $250K sold.

Aletheian Wealth Advisors first reported a position in IJH in Q4 2021 and held it in 9 quarters. The position peaked at $701K in Q4 2021. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Aletheian Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Aletheian Wealth Advisors sold 4,265 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $250K.
Aletheian Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 9 quarters.
Aletheian Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $701K 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 Aletheian Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.