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

Bridgeworth’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
2023 Q4	$1.6M	Buy	28,790 +55	+0.2%	+$2.79K	0.16%	59
2023 Q3	$1.43M	Buy	28,735 +390	+1%	+$20.4K	0.16%	60
2023 Q2	$1.48M	Buy	28,345 +990	+4%	+$49.2K	0.16%	58
2023 Q1	$1.37M	Sell	27,355 -1,335	-5%	-$68K	0.17%	61
2022 Q4	$1.39M	Sell	28,690 -2,525	-8%	-$122K	0.22%	57
2022 Q3	$1.37M	Sell	31,215 -7,830	-20%	-$379K	0.32%	49
2022 Q2	$1.77M	Buy	39,045 +12,150	+45%	+$600K	0.41%	38
2022 Q1	$1.44M	Buy	26,895 +210	+0.8%	+$11.2K	0.33%	47
2021 Q4	$1.51M	Buy	26,685 +485	+2%	+$27K	0.33%	44
2021 Q3	$1.38M	Sell	26,200 -135	-0.5%	-$7.26K	0.39%	40
2021 Q2	$1.42M	Sell	26,335 -80	-0.3%	-$4.32K	0.4%	38
2021 Q1	$1.38M	Sell	26,415 -1,575	-6%	-$78.7K	0.43%	38
2020 Q4	$1.29M	Sell	27,990 -860	-3%	-$36.2K	0.43%	40
2020 Q3	$1.07M	Sell	28,850 -1,425	-5%	-$53.3K	0.4%	41
2020 Q2	$1.08M	Buy	30,275 +1,275	+4%	+$42.3K	0.42%	41
2020 Q1	$834K	Buy	29,000 +19,330	+200%	+$719K	0.38%	44
2019 Q4	$398K	Sell	9,670 -830	-8%	-$32.9K	0.15%	82
2019 Q3	$406K	Sell	10,500 -3,975	-27%	-$153K	0.15%	79
2019 Q2	$562K	Sell	14,475 -4,870	-25%	-$187K	0.21%	60
2019 Q1	$733K	Sell	19,345 -1,590	-8%	-$58.7K	0.29%	52
2018 Q4	$699K	Sell	20,935 -375	-2%	-$13.7K	0.4%	38
2018 Q3	$854K	Buy	21,310 +1,595	+8%	+$64.1K	0.47%	34
2018 Q2	$768K	Buy	19,715 +410	+2%	+$15.8K	0.33%	44
2018 Q1	$705K	Buy	+19,305	New	+$738K	0.32%	54
2017 Q3	–	Sell	-22,055	Closed	-$767K	–	91
2017 Q2	$767K	Sell	22,055 -660	-3%	-$22.8K	0.39%	49
2017 Q1	$769K	Sell	22,715 -1,070	-4%	-$36.4K	0.4%	50
2016 Q4	$799K	Buy	+23,785	New	+$754K	0.44%	44

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bridgeworth's IJH Position: Q4 2023 in Review

Bridgeworth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.19% in Q4 2023, buying an estimated $2.79K and bringing the position to 28,790 shares worth $1.6M. The position accounts for 0.16% of the portfolio, ranked #59.

Bridgeworth first reported a position in IJH in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.77M in Q2 2022. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Bridgeworth held 28,790 shares of iShares Core S&P Mid-Cap ETF worth $1.6M as of Q4 2023.
Bridgeworth bought 55 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $2.79K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Bridgeworth's portfolio in Q4 2023, its #59 holding.
Bridgeworth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 27 quarters since.
Bridgeworth's iShares Core S&P Mid-Cap ETF position peaked at $1.77M in Q2 2022.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.