Alpine Woods Capital Investors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Alpine Woods Capital Investors’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	-139,300	Closed	-$8.15M	–	176
2024 Q2	$8.15M	Buy	+139,300	New	+$8.18M	1.26%	22

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 $424B AUM 22.94% 1-Year Est. Return

Alpine Woods Capital Investors's IJH Position: Q3 2024 in Review

Alpine Woods Capital Investors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 139,300 shares — an estimated $8.15M sold.

Alpine Woods Capital Investors first reported a position in IJH in Q2 2024 and held it in 1 quarter. The position peaked at $8.15M in Q2 2024. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Alpine Woods Capital Investors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Alpine Woods Capital Investors sold 139,300 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $8.15M.
Alpine Woods Capital Investors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
Alpine Woods Capital Investors's iShares Core S&P Mid-Cap ETF position peaked at $8.15M in Q2 2024.
2,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2024, filed 12 Nov 2024.