Capstone Triton Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capstone Triton Financial Group’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	$2.35M	Sell	37,721 -1,140	-3%	-$73.1K	1.47%	19
2024 Q3	$2.42M	Sell	38,861 -55	-0.1%	-$3.32K	1.55%	17
2024 Q2	$2.28M	Sell	38,916 -69	-0.2%	-$4.05K	1.6%	19
2024 Q1	$2.37M	Sell	38,985 -345	-0.9%	-$19.5K	1.68%	18
2023 Q4	$2.18M	Sell	39,330 -1,585	-4%	-$80.4K	1.59%	21
2023 Q3	$2.04M	Sell	40,915 -4,820	-11%	-$253K	1.49%	23
2023 Q2	$2.39M	Sell	45,735 -185	-0.4%	-$9.19K	1.64%	21
2023 Q1	$2.3M	Buy	45,920 +415	+0.9%	+$21.1K	1.73%	20
2022 Q4	$2.2M	Buy	+45,505	New	+$2.2M	1.77%	18
2021 Q1	–	Sell	-1,065	Closed	-$49K	–	209
2020 Q4	$49K	Buy	+1,065	New	+$44.9K	0.03%	203

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 $1.6B AUM 20.7% 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

Capstone Triton Financial Group's IJH Position: Q4 2024 in Review

Capstone Triton Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q4 2024, selling an estimated $73.1K and leaving 37,721 shares worth $2.35M. The position accounts for 1.47% of the portfolio, ranked #19.

Capstone Triton Financial Group first reported a position in IJH in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.42M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Capstone Triton Financial Group held 37,721 shares of iShares Core S&P Mid-Cap ETF worth $2.35M as of Q4 2024.
Capstone Triton Financial Group sold 1,140 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $73.1K.
iShares Core S&P Mid-Cap ETF made up 1.47% of Capstone Triton Financial Group's portfolio in Q4 2024, its #19 holding.
Capstone Triton Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 10 quarters since.
Capstone Triton Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $2.42M 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 Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.