Beacon Capital Management Inc (Ohio)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q3	–	Sell	-58,195	Closed	-$3.41M	–	30
2024 Q2	$3.41M	Buy	58,195 +1,319	+2%	+$77.5K	0.15%	24
2024 Q1	$3.43M	Buy	56,876 +1,096	+2%	+$62K	0.14%	24
2023 Q4	$3.09M	Buy	+55,780	New	+$2.83M	0.12%	24
2022 Q3	–	Sell	-25	Closed	-$1K	–	88
2022 Q2	$1K	Buy	+25	New	+$1.23K	﹤0.01%	92
2021 Q4	–	Sell	-245	Closed	-$13K	–	71
2021 Q3	$13K	Buy	+245	New	+$13.2K	﹤0.01%	59
2019 Q2	–	Sell	-95	Closed	-$4K	–	125
2019 Q1	$4K	Buy	+95	New	+$3.51K	﹤0.01%	55
2017 Q4	–	Sell	-370	Closed	-$13K	–	109
2017 Q3	$13K	Buy	+370	New	+$12.9K	﹤0.01%	46

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s IJH Position: Q3 2024 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 58,195 shares — an estimated $3.41M sold.

Beacon Capital Management Inc (Ohio) first reported a position in IJH in Q3 2017 and held it in 7 quarters. The position peaked at $3.43M in Q1 2024. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Beacon Capital Management Inc (Ohio) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 58,195 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $3.41M.
Beacon Capital Management Inc (Ohio) first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 7 quarters.
Beacon Capital Management Inc (Ohio)'s iShares Core S&P Mid-Cap ETF position peaked at $3.43M in Q1 2024.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2024, filed 15 Oct 2024.