Atlas Private Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Atlas Private Wealth 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 Q1	$716K	Buy	+11,794	New	+$668K	0.3%	82
2021 Q2	–	Sell	-2,750	Closed	-$143K	–	231
2021 Q1	$143K	Sell	2,750 -120	-4%	-$5.99K	0.09%	134
2020 Q4	$132K	Hold	2,870	–	–	0.09%	139
2020 Q3	$106K	Sell	2,870 -200	-7%	-$7.48K	0.08%	141
2020 Q2	$109K	Hold	3,070	–	–	0.09%	145
2020 Q1	$88K	Hold	3,070	–	–	0.08%	152
2019 Q4	$126K	Buy	+3,070	New	+$122K	0.1%	151

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Atlas Private Wealth Management's IJH Position: Q1 2024 in Review

Atlas Private Wealth Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024: 11,794 shares worth $716K. The stake represents 0.3% of the portfolio and ranks #82 among its holdings. This is a return to the name: Atlas Private Wealth Management previously reported a position in IJH as recently as Q1 2021.

Atlas Private Wealth Management first reported a position in IJH in Q4 2019 and has held it in 7 quarters since. 2,224 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Atlas Private Wealth Management held 11,794 shares of iShares Core S&P Mid-Cap ETF worth $716K as of Q1 2024.
iShares Core S&P Mid-Cap ETF was a new Atlas Private Wealth Management position in Q1 2024.
iShares Core S&P Mid-Cap ETF made up 0.3% of Atlas Private Wealth Management's portfolio in Q1 2024, its #82 holding.
Atlas Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
2,224 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.