Carmel Capital Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carmel Capital Partners’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	–	Sell	-26,845	Closed	-$1.34M	–	405
2023 Q3	$1.34M	Buy	+26,845	New	+$1.41M	0.6%	29

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

Carmel Capital Partners's IJH Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 26,845 shares — an estimated $1.34M sold.

Carmel Capital Partners first reported a position in IJH in Q3 2023 and held it in 1 quarter. The position peaked at $1.34M in Q3 2023. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Carmel Capital Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 26,845 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $1.34M.
Carmel Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.34M in Q3 2023.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.