Bromfield Sneider Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bromfield Sneider Wealth Advisors’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	$48.8K	Sell	803 -2	-0.2%	-$113	0.03%	72
2023 Q4	$44.5K	Hold	805	–	–	0.03%	71
2023 Q3	$40.1K	Hold	805	–	–	0.03%	71
2023 Q2	$42K	Buy	805 +5	+0.6%	+$248	0.03%	72
2023 Q1	$40.1K	Hold	800	–	–	0.03%	71
2022 Q4	$38.6K	Buy	800 +10	+1%	+$483	0.04%	69
2022 Q3	$35K	Hold	790	–	–	0.04%	67
2022 Q2	$36K	Buy	790 +5	+0.6%	+$247	0.04%	68
2022 Q1	$42K	Buy	+785	New	+$41.8K	0.04%	72

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IJH Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q1 2024, selling an estimated $113 and leaving 803 shares worth $48.8K. The position accounts for 0.03% of the portfolio, ranked #72.

Bromfield Sneider Wealth Advisors first reported a position in IJH in Q1 2022 and has held it in 9 quarters since. 2,228 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Bromfield Sneider Wealth Advisors held 803 shares of iShares Core S&P Mid-Cap ETF worth $48.8K as of Q1 2024.
Bromfield Sneider Wealth Advisors sold 2 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $113.
iShares Core S&P Mid-Cap ETF made up 0.03% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #72 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 9 quarters since.
2,228 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.