Aspire Private Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-3,700	Closed	-$185K	–	724
2023 Q3	$185K	Buy	+3,700	New	+$194K	0.06%	133
2022 Q1	–	Sell	-225	Closed	-$13K	–	633
2021 Q4	$13K	Buy	+225	New	+$12.5K	﹤0.01%	318
2020 Q3	–	Sell	-55	Closed	-$2K	–	484
2020 Q2	$2K	Sell	55 -30	-35%	-$996	﹤0.01%	270
2020 Q1	$2K	Sell	85 -1,095	-93%	-$40.7K	﹤0.01%	191
2019 Q4	$49K	Buy	1,180 +85	+8%	+$3.37K	0.02%	199
2019 Q3	$42K	Sell	1,095 -340	-24%	-$13.1K	0.02%	195
2019 Q2	$56K	Buy	1,435 +355	+33%	+$13.6K	0.03%	193
2019 Q1	$41K	Sell	1,080 -1,420	-57%	-$52.4K	0.02%	242
2018 Q4	$83K	Buy	+2,500	New	+$91.2K	0.05%	166

Other funds holding IJH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aspire Private Capital's IJH Position: Q4 2023 in Review

Aspire Private Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 3,700 shares — an estimated $185K sold.

Aspire Private Capital first reported a position in IJH in Q4 2018 and held it in 9 quarters. The position peaked at $185K in Q3 2023. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Aspire Private Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Aspire Private Capital sold 3,700 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $185K.
Aspire Private Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 9 quarters.
Aspire Private Capital's iShares Core S&P Mid-Cap ETF position peaked at $185K in Q3 2023.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Aspire Private Capital's 13F filing for Q4 2023, filed 1 Feb 2024.