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

Ategra Capital Management’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
Q2 		– Sell
-34,996
Closed -$2.13M – 53
2024
Q1 		$2.13M Sell
34,996
-634
-2% -$35.9K 0.96% 25
2023
Q4 		$1.97M Sell
35,630
-890
-2% -$45.1K 0.87% 28
2023
Q3 		$1.82M Sell
36,520
-315
-0.9% -$16.5K 0.99% 27
2023
Q2 		$1.93M Buy
36,835
+3,765
+11% +$187K 1.04% 25
2023
Q1 		$1.65M Buy
33,070
+465
+1% +$23.7K 0.91% 34
2022
Q4 		$1.58M Sell
32,605
-590
-2% -$28.5K 0.8% 31
2022
Q3 		$1.46M Buy
33,195
+1,215
+4% +$58.7K 0.75% 34
2022
Q2 		$1.45M Sell
31,980
-445
-1% -$22K 0.74% 37
2022
Q1 		$1.74M Sell
32,425
-1,380
-4% -$73.5K 0.76% 37
2021
Q4 		$1.91M Buy
33,805
+550
+2% +$30.6K 0.83% 33
2021
Q3 		$1.75M Buy
33,255
+575
+2% +$30.9K 0.83% 32
2021
Q2 		$1.76M Buy
32,680
+1,540
+5% +$83.1K 0.85% 33
2021
Q1 		$1.62M Sell
31,140
-865
-3% -$43.2K 0.9% 30
2020
Q4 		$1.47M Buy
32,005
+1,405
+5% +$59.2K 1.02% 29
2020
Q3 		$1.13M Buy
30,600
+2,985
+11% +$112K 1.01% 28
2020
Q2 		$982K Buy
27,615
+795
+3% +$26.4K 0.94% 27
2020
Q1 		$772K Buy
26,820
+6,445
+32% +$240K 0.91% 23
2019
Q4 		$839K Sell
20,375
-1,075
-5% -$42.6K 0.7% 30
2019
Q3 		$829K Sell
21,450
-195
-0.9% -$7.49K 0.75% 29
2019
Q2 		$841K Sell
21,645
-1,465
-6% -$56.1K 0.79% 30
2019
Q1 		$875K Buy
+23,110
New +$853K 0.86% 28

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ategra Capital Management's IJH Position: Q2 2024 in Review

Ategra Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 34,996 shares — an estimated $2.13M sold.

Ategra Capital Management first reported a position in IJH in Q1 2019 and held it in 21 quarters. The position peaked at $2.13M in Q1 2024. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

  • Ategra Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Ategra Capital Management sold 34,996 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $2.13M.
  • Ategra Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 21 quarters.
  • Ategra Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $2.13M in Q1 2024.
  • 2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Ategra Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.