BCK Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BCK Partners’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	-5,136	Closed	-$320K	–	27
2024 Q3	$320K	Hold	5,136	–	–	0.15%	25
2024 Q2	$301K	Sell	5,136 -70	-1%	-$4.11K	0.16%	26
2024 Q1	$316K	Sell	5,206 -49	-0.9%	-$2.77K	0.17%	25
2023 Q4	$291K	Sell	5,255 -380	-7%	-$19.3K	0.17%	25
2023 Q3	$281K	Sell	5,635 -765	-12%	-$40.1K	0.18%	23
2023 Q2	$335K	Sell	6,400 -2,395	-27%	-$119K	0.21%	22
2023 Q1	$440K	Sell	8,795 -2,935	-25%	-$150K	0.29%	19
2022 Q4	$567K	Sell	11,730 -13,660	-54%	-$660K	0.38%	18
2022 Q3	$1.11M	Buy	+25,390	New	+$1.23M	0.81%	12

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCK Partners's IJH Position: Q4 2024 in Review

BCK Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 5,136 shares — an estimated $320K sold.

BCK Partners first reported a position in IJH in Q3 2022 and held it in 9 quarters. The position peaked at $1.11M in Q3 2022. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

BCK Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
BCK Partners sold 5,136 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $320K.
BCK Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and held it in 9 quarters.
BCK Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.11M in Q3 2022.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on BCK Partners's 13F filing for Q4 2024, filed 30 Jan 2025.