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

Campbell 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
Q4 		$2.08M Sell
33,297
-31
-0.1% -$1.99K 0.19% 21
2024
Q3 		$2.08M Buy
+33,328
New +$2.01M 0.19% 23
2024
Q2 		– Sell
-32,260
Closed -$1.96M – 61
2024
Q1 		$1.96M Sell
32,260
-735
-2% -$41.6K 0.19% 22
2023
Q4 		$1.83M Sell
32,995
-380
-1% -$19.3K 0.22% 23
2023
Q3 		$1.66M Buy
33,375
+190
+0.6% +$9.96K 0.2% 23
2023
Q2 		$1.74M Buy
33,185
+275
+0.8% +$13.7K 0.22% 21
2023
Q1 		$1.65M Sell
32,910
-685
-2% -$34.9K 0.21% 25
2022
Q4 		$1.63M Buy
33,595
+1,290
+4% +$62.3K 0.23% 22
2022
Q3 		$1.42M Buy
32,305
+1,420
+5% +$68.7K 0.2% 24
2022
Q2 		$1.4M Sell
30,885
-185
-0.6% -$9.13K 0.2% 18
2022
Q1 		$1.67M Buy
31,070
+350
+1% +$18.6K 0.2% 17
2021
Q4 		$1.74M Sell
30,720
-915
-3% -$50.9K 0.2% 17
2021
Q3 		$1.66M Buy
31,635
+1,430
+5% +$76.9K 0.22% 16
2021
Q2 		$1.62M Sell
30,205
-5,895
-16% -$318K 0.22% 16
2021
Q1 		$1.88M Buy
36,100
+600
+2% +$30K 0.26% 17
2020
Q4 		$1.63M Sell
35,500
-110
-0.3% -$4.63K 0.24% 17
2020
Q3 		$1.32M Sell
35,610
-40
-0.1% -$1.5K 0.22% 19
2020
Q2 		$1.27M Sell
35,650
-640
-2% -$21.3K 0.22% 19
2020
Q1 		$1.04M Sell
36,290
-16,060
-31% -$597K 0.23% 18
2019
Q4 		$2.15M Buy
52,350
+475
+0.9% +$18.8K 0.43% 15
2019
Q3 		$2M Buy
51,875
+575
+1% +$22.1K 0.45% 15
2019
Q2 		$1.99M Buy
51,300
+2,600
+5% +$99.6K 0.48% 15
2019
Q1 		$1.84M Sell
48,700
-7,020
-13% -$259K 0.49% 16
2018
Q4 		$1.85M Buy
+55,720
New +$2.03M 0.57% 16

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Campbell Wealth Management's IJH Position: Q4 2024 in Review

Campbell Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q4 2024, selling an estimated $1.99K and leaving 33,297 shares worth $2.08M. The position accounts for 0.19% of the portfolio, ranked #21.

Campbell Wealth Management first reported a position in IJH in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.15M in Q4 2019. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Campbell Wealth Management held 33,297 shares of iShares Core S&P Mid-Cap ETF worth $2.08M as of Q4 2024.
  • Campbell Wealth Management sold 31 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $1.99K.
  • iShares Core S&P Mid-Cap ETF made up 0.19% of Campbell Wealth Management's portfolio in Q4 2024, its #21 holding.
  • Campbell Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Campbell Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.15M in Q4 2019.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.