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

Bridge Advisory’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	$2.17M	Sell	34,878 -1,960	-5%	-$118K	1.03%	29
2024 Q2	$2.16M	Sell	36,838 -3,786	-9%	-$222K	1.06%	25
2024 Q1	$2.47M	Sell	40,624 -12,456	-23%	-$705K	1.22%	23
2023 Q4	$2.94M	Buy	53,080 +10,095	+23%	+$512K	1.48%	16
2023 Q3	$2.14M	Buy	42,985 +18,460	+75%	+$967K	0.75%	37
2023 Q2	$1.28M	Buy	24,525 +1,565	+7%	+$77.8K	0.47%	51
2023 Q1	$1.15M	Sell	22,960 -1,570	-6%	-$80K	0.44%	51
2022 Q4	$1.19M	Buy	24,530 +3,190	+15%	+$154K	0.5%	47
2022 Q3	$936K	Buy	21,340 +1,225	+6%	+$59.2K	0.46%	54
2022 Q2	$919K	Buy	20,115 +2,625	+15%	+$130K	0.44%	52
2022 Q1	$939K	Buy	17,490 +3,515	+25%	+$187K	0.41%	47
2021 Q4	$791K	Buy	13,975 +760	+6%	+$42.3K	0.36%	48
2021 Q3	$695K	Buy	13,215 +4,730	+56%	+$254K	0.34%	42
2021 Q2	$456K	Buy	8,485 +2,855	+51%	+$154K	0.23%	56
2021 Q1	$293K	Buy	+5,630	New	+$281K	0.18%	55

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

Bridge Advisory's IJH Position: Q3 2024 in Review

Bridge Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q3 2024, selling an estimated $118K and leaving 34,878 shares worth $2.17M. The position accounts for 1.03% of the portfolio, ranked #29.

Bridge Advisory first reported a position in IJH in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.94M in Q4 2023. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Bridge Advisory held 34,878 shares of iShares Core S&P Mid-Cap ETF worth $2.17M as of Q3 2024.
Bridge Advisory sold 1,960 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $118K.
iShares Core S&P Mid-Cap ETF made up 1.03% of Bridge Advisory's portfolio in Q3 2024, its #29 holding.
Bridge Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 15 quarters since.
Bridge Advisory's iShares Core S&P Mid-Cap ETF position peaked at $2.94M in Q4 2023.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.