Banque Pictet & Cie’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Banque Pictet & Cie’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 Q4	–	Sell	-3,750	Closed	-$234K	–	334
2024 Q3	$234K	Hold	3,750	–	–	﹤0.01%	296
2024 Q2	$219K	Hold	3,750	–	–	﹤0.01%	292
2024 Q1	$228K	Sell	3,750 -1,010	-21%	-$57.2K	﹤0.01%	327
2023 Q4	$264K	Sell	4,760 -690	-13%	-$35K	﹤0.01%	332
2023 Q3	$272K	Buy	+5,450	New	+$286K	﹤0.01%	398
2017 Q4	–	Sell	-221,255	Closed	-$7.92M	–	352
2017 Q3	$7.92M	Buy	221,255 +580	+0.3%	+$20.2K	0.18%	98
2017 Q2	$7.68M	Hold	220,675	–	–	0.18%	94
2017 Q1	$7.56M	Hold	220,675	–	–	0.19%	87
2016 Q4	$7.3M	Sell	220,675 -2,750	-1%	-$87.2K	0.19%	85
2016 Q3	$6.91M	Hold	223,425	–	–	0.18%	81
2016 Q2	$6.67M	Buy	223,425 +1,200	+0.5%	+$35.2K	0.18%	79
2016 Q1	$6.41M	Hold	222,225	–	–	0.17%	79
2015 Q4	$6.2M	Hold	222,225	–	–	0.17%	83
2015 Q3	$6.07M	Hold	222,225	–	–	0.18%	88
2015 Q2	$6.67M	Hold	222,225	–	–	0.53%	60
2015 Q1	$6.75M	Buy	222,225 +2,750	+1%	+$81.3K	0.18%	121
2014 Q4	$6.36M	Hold	219,475	–	–	0.17%	124
2014 Q3	$6M	Buy	219,475 +53,500	+32%	+$1.51M	0.15%	115
2014 Q2	$4.75M	Hold	165,975	–	–	0.12%	133
2014 Q1	$4.56M	Hold	165,975	–	–	0.12%	127
2013 Q4	$4.44M	Buy	+165,975	New	+$4.28M	0.13%	134

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Banque Pictet & Cie's IJH Position: Q4 2024 in Review

Banque Pictet & Cie sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 3,750 shares — an estimated $234K sold.

Banque Pictet & Cie first reported a position in IJH in Q4 2013 and held it in 21 quarters. The position peaked at $7.92M in Q3 2017. 2,467 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Banque Pictet & Cie reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Banque Pictet & Cie sold 3,750 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $234K.
Banque Pictet & Cie first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and held it in 21 quarters.
Banque Pictet & Cie's iShares Core S&P Mid-Cap ETF position peaked at $7.92M in Q3 2017.
2,467 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Banque Pictet & Cie's 13F filing for Q4 2024, filed 30 Jan 2025.