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Blackston Financial Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Blackston Financial Advisory Group’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
-41,879
Closed -$4.57M – 139
2024
Q2 		$4.57M Buy
+41,879
New +$2.46M 2.55% 8

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blackston Financial Advisory Group's IJH Position: Q3 2024 in Review

Blackston Financial Advisory Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 41,879 shares — an estimated $4.57M sold.

Blackston Financial Advisory Group first reported a position in IJH in Q2 2024 and held it in 1 quarter. The position peaked at $4.57M in Q2 2024. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Blackston Financial Advisory Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 41,879 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $4.57M.
  • Blackston Financial Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Blackston Financial Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $4.57M in Q2 2024.
  • 2,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Blackston Financial Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.