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

Appleton 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
2023 Q3	$1.06M	Sell	21,170 -166,415	-89%	-$8.72M	3.69%	3
2023 Q2	$9.81M	Buy	+187,585	New	+$9.32M	13.69%	4
2015 Q3	–	Sell	-216,310	Closed	-$6.49M	–	19
2015 Q2	$6.49M	Buy	216,310 +3,130	+1%	+$95.5K	7.38%	7
2015 Q1	$6.48M	Buy	213,180 +8,235	+4%	+$244K	6.89%	8
2014 Q4	$5.93M	Sell	204,945 -9,630	-4%	-$271K	7.18%	7
2014 Q3	$5.87M	Sell	214,575 -855	-0.4%	-$24.1K	7.41%	6
2014 Q2	$6.17M	Buy	215,430 +830	+0.4%	+$22.8K	6.85%	7
2014 Q1	$5.9M	Sell	214,600 -13,885	-6%	-$374K	7.24%	6
2013 Q4	$6.12M	Buy	228,485 +4,475	+2%	+$116K	8.06%	7
2013 Q3	$5.56M	Sell	224,010 -1,525	-0.7%	-$37.2K	7.62%	8
2013 Q2	$5.21M	Buy	+225,535	New	+$5.23M	10.05%	5

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Appleton Group's IJH Position: Q3 2023 in Review

Appleton Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 89% in Q3 2023, selling an estimated $8.72M and leaving 21,170 shares worth $1.06M. The position accounts for 3.69% of the portfolio, ranked #3.

Appleton Group first reported a position in IJH in Q2 2013 and has held it in 11 quarters since. The position peaked at $9.81M in Q2 2023. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Appleton Group held 21,170 shares of iShares Core S&P Mid-Cap ETF worth $1.06M as of Q3 2023.
Appleton Group sold 166,415 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $8.72M.
iShares Core S&P Mid-Cap ETF made up 3.69% of Appleton Group's portfolio in Q3 2023, its #3 holding.
Appleton Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 11 quarters since.
Appleton Group's iShares Core S&P Mid-Cap ETF position peaked at $9.81M in Q2 2023.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.