All Season Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

All Season Financial 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	$1.84M	Buy	29,457 +2,528	+9%	+$152K	1.56%	21
2024 Q2	$1.58M	Buy	26,929 +3,893	+17%	+$229K	1.43%	21
2024 Q1	$1.4M	Buy	23,036 +2,371	+11%	+$134K	1.16%	22
2023 Q4	$1.15M	Sell	20,665 -46,380	-69%	-$2.35M	0.97%	28
2023 Q3	$3.34M	Buy	67,045 +22,350	+50%	+$1.17M	3.38%	7
2023 Q2	$2.34M	Buy	44,695 +16,645	+59%	+$827K	2.1%	15
2023 Q1	$1.4M	Buy	28,050 +19,625	+233%	+$1,000K	1.27%	18
2022 Q4	$408K	Sell	8,425 -68,745	-89%	-$3.32M	0.36%	68
2022 Q3	$3.38M	Buy	77,170 +65,845	+581%	+$3.18M	3.67%	6
2022 Q2	$512K	Sell	11,325 -47,005	-81%	-$2.32M	0.44%	50
2022 Q1	$3.13M	Buy	58,330 +28,995	+99%	+$1.54M	2.22%	11
2021 Q4	$1.66M	Sell	29,335 -29,875	-50%	-$1.66M	1.16%	21
2021 Q3	$3.12M	Buy	+59,210	New	+$3.19M	2.51%	12

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

All Season Financial Advisors's IJH Position: Q3 2024 in Review

All Season Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.4% in Q3 2024, buying an estimated $152K and bringing the position to 29,457 shares worth $1.84M. The position accounts for 1.56% of the portfolio, ranked #21.

All Season Financial Advisors first reported a position in IJH in Q3 2021 and has held it in 13 quarters since. The position peaked at $3.38M in Q3 2022. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

All Season Financial Advisors held 29,457 shares of iShares Core S&P Mid-Cap ETF worth $1.84M as of Q3 2024.
All Season Financial Advisors bought 2,528 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $152K.
iShares Core S&P Mid-Cap ETF made up 1.56% of All Season Financial Advisors's portfolio in Q3 2024, its #21 holding.
All Season Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 13 quarters since.
All Season Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.38M in Q3 2022.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.