Benedetti & Gucer’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Benedetti & Gucer’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	$410K	Sell	6,738 -1,277	-16%	-$72.3K	0.2%	81
2023 Q4	$444K	Buy	8,015 +380	+5%	+$19.3K	0.23%	80
2023 Q3	$381K	Sell	7,635 -320	-4%	-$16.8K	0.21%	85
2023 Q2	$416K	Sell	7,955 -1,480	-16%	-$73.6K	0.21%	81
2023 Q1	$472K	Sell	9,435 -1,135	-11%	-$57.8K	0.27%	67
2022 Q4	$512K	Buy	10,570 +260	+3%	+$12.6K	0.37%	52
2022 Q3	$452K	Hold	10,310	–	–	0.36%	48
2022 Q2	$512K	Sell	10,310 -850	-8%	-$42K	0.35%	47
2022 Q1	$598K	Buy	11,160 +90	+0.8%	+$4.79K	0.4%	42
2021 Q4	$626K	Sell	11,070 -275	-2%	-$15.3K	0.42%	36
2021 Q3	$597K	Sell	11,345 -3,980	-26%	-$214K	0.45%	35
2021 Q2	$824K	Sell	15,325 -575	-4%	-$31K	0.74%	23
2021 Q1	$827K	Buy	+15,900	New	+$794K	0.76%	24

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

Benedetti & Gucer's IJH Position: Q1 2024 in Review

Benedetti & Gucer reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2024, selling an estimated $72.3K and leaving 6,738 shares worth $410K. The position accounts for 0.2% of the portfolio, ranked #81.

Benedetti & Gucer first reported a position in IJH in Q1 2021 and has held it in 13 quarters since. The position peaked at $827K in Q1 2021. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Benedetti & Gucer held 6,738 shares of iShares Core S&P Mid-Cap ETF worth $410K as of Q1 2024.
Benedetti & Gucer sold 1,277 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $72.3K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Benedetti & Gucer's portfolio in Q1 2024, its #81 holding.
Benedetti & Gucer first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's iShares Core S&P Mid-Cap ETF position peaked at $827K in Q1 2021.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.