Buckingham Capital Management (Ohio)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Buckingham Capital Management (Ohio)’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 Q4	$6.74M	Sell	108,203 -5,321	-5%	-$341K	0.77%	35
2024 Q3	$7.07M	Sell	113,524 -1,300	-1%	-$78.4K	0.81%	36
2024 Q2	$6.72M	Sell	114,824 -721	-0.6%	-$42.4K	0.8%	38
2024 Q1	$7.02M	Sell	115,545 -950	-0.8%	-$53.8K	0.86%	39
2023 Q4	$6.46M	Sell	116,495 -4,035	-3%	-$205K	0.86%	37
2023 Q3	$6.01M	Sell	120,530 -1,190	-1%	-$62.4K	0.92%	35
2023 Q2	$6.37M	Buy	121,720 +6,495	+6%	+$323K	0.95%	36
2023 Q1	$5.76M	Buy	115,225 +5,660	+5%	+$288K	0.92%	36
2022 Q4	$5.3M	Buy	109,565 +1,660	+2%	+$80.2K	0.92%	37
2022 Q3	$4.73M	Buy	107,905 +3,080	+3%	+$149K	0.92%	40
2022 Q2	$4.74M	Buy	104,825 +39,475	+60%	+$1.95M	0.89%	40
2022 Q1	$3.51M	Sell	65,350 -3,350	-5%	-$178K	0.58%	51
2021 Q4	$3.89M	Sell	68,700 -1,275	-2%	-$71K	0.6%	48
2021 Q3	$3.68M	Sell	69,975 -540	-0.8%	-$29.1K	0.6%	45
2021 Q2	$3.79M	Sell	70,515 -2,050	-3%	-$111K	0.61%	45
2021 Q1	$3.78M	Sell	72,565 -2,780	-4%	-$139K	0.64%	45
2020 Q4	$3.46M	Sell	75,345 -1,905	-2%	-$80.3K	0.61%	46
2020 Q3	$2.86M	Buy	77,250 +2,910	+4%	+$109K	0.57%	49
2020 Q2	$2.64M	Buy	74,340 +7,175	+11%	+$238K	0.58%	48
2020 Q1	$1.93M	Buy	67,165 +2,700	+4%	+$100K	0.49%	51
2019 Q4	$2.65M	Buy	64,465 +1,170	+2%	+$46.4K	0.46%	53
2019 Q3	$2.45M	Sell	63,295 -250	-0.4%	-$9.61K	0.45%	54
2019 Q2	$2.47M	Buy	63,545 +1,580	+3%	+$60.6K	0.47%	56
2019 Q1	$2.35M	Buy	61,965 +7,375	+14%	+$272K	0.46%	59
2018 Q4	$1.81M	Buy	54,590 +1,950	+4%	+$71.1K	0.4%	62
2018 Q3	$2.12M	Sell	52,640 -875	-2%	-$35.2K	0.41%	61
2018 Q2	$2.08M	Buy	53,515 +2,500	+5%	+$96.6K	0.42%	60
2018 Q1	$1.91M	Buy	51,015 +600	+1%	+$23K	0.4%	63
2017 Q4	$1.91M	Buy	50,415 +1,955	+4%	+$72.3K	0.4%	71
2017 Q3	$1.73M	Buy	48,460 +4,075	+9%	+$142K	0.38%	75
2017 Q2	$1.54M	Sell	44,385 -1,430	-3%	-$49.4K	0.36%	76
2017 Q1	$1.57M	Sell	45,815 -2,165	-5%	-$73.7K	0.37%	76
2016 Q4	$1.59M	Buy	47,980 +1,220	+3%	+$38.7K	0.39%	74
2016 Q3	$1.45M	Sell	46,760 -1,300	-3%	-$40.2K	0.37%	78
2016 Q2	$1.44M	Sell	48,060 -2,785	-5%	-$81.7K	0.38%	75
2016 Q1	$1.47M	Sell	50,845 -5,900	-10%	-$158K	0.4%	78
2015 Q4	$1.58M	Sell	56,745 -1,340	-2%	-$38.3K	0.44%	63
2015 Q3	$1.59M	Sell	58,085 -2,105	-3%	-$61.2K	0.47%	62
2015 Q2	$1.81M	Buy	60,190 +4,780	+9%	+$146K	0.51%	56
2015 Q1	$1.68M	Sell	55,410 -950	-2%	-$28.1K	0.48%	61
2014 Q4	$1.63M	Sell	56,360 -2,085	-4%	-$58.6K	0.49%	62
2014 Q3	$1.6M	Buy	58,445 +250	+0.4%	+$7.04K	0.5%	63
2014 Q2	$1.67M	Sell	58,195 -730	-1%	-$20.1K	0.53%	60
2014 Q1	$1.62M	Sell	58,925 -3,075	-5%	-$82.7K	0.54%	58
2013 Q4	$1.66M	Sell	62,000 -6,175	-9%	-$159K	0.58%	49
2013 Q3	$1.69M	Sell	68,175 -8,390	-11%	-$205K	0.69%	40
2013 Q2	$1.77M	Buy	+76,565	New	+$1.78M	0.72%	38

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s IJH Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.7% in Q4 2024, selling an estimated $341K and leaving 108,203 shares worth $6.74M. The position accounts for 0.77% of the portfolio, ranked #35.

Buckingham Capital Management (Ohio) first reported a position in IJH in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.07M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Buckingham Capital Management (Ohio) held 108,203 shares of iShares Core S&P Mid-Cap ETF worth $6.74M as of Q4 2024.
Buckingham Capital Management (Ohio) sold 5,321 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $341K.
iShares Core S&P Mid-Cap ETF made up 0.77% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #35 holding.
Buckingham Capital Management (Ohio) first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 47 quarters since.
Buckingham Capital Management (Ohio)'s iShares Core S&P Mid-Cap ETF position peaked at $7.07M in Q3 2024.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.