BNC Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BNC Wealth Management’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	–	Sell	-3,785	Closed	-$210K	–	102
2023 Q4	$210K	Buy	+3,785	New	+$192K	0.1%	92
2022 Q2	–	Sell	-3,745	Closed	-$201K	–	117
2022 Q1	$201K	Buy	3,745 +10	+0.3%	+$532	0.1%	116
2021 Q4	$211K	Buy	+3,735	New	+$208K	0.1%	116

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

BNC Wealth Management's IJH Position: Q1 2024 in Review

BNC Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 3,785 shares — an estimated $210K sold.

BNC Wealth Management first reported a position in IJH in Q4 2021 and held it in 3 quarters. The position peaked at $211K in Q4 2021. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

BNC Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
BNC Wealth Management sold 3,785 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $210K.
BNC Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
BNC Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $211K in Q4 2021.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on BNC Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.