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Carmichael Hill & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Carmichael Hill & Associates’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
Q3 		$1.38M Buy
22,187
+2,752
+14% +$166K 0.49% 46
2024
Q2 		$1.14M Sell
19,435
-770
-4% -$45.2K 0.45% 51
2024
Q1 		$1.23M Sell
20,205
-335
-2% -$19K 0.49% 50
2023
Q4 		$1.14M Sell
20,540
-280
-1% -$14.2K 0.47% 54
2023
Q3 		$1.04M Sell
20,820
-415
-2% -$21.7K 0.48% 49
2023
Q2 		$1.11M Sell
21,235
-160
-0.7% -$7.95K 0.5% 46
2023
Q1 		$1.07M Buy
21,395
+925
+5% +$47.1K 0.52% 46
2022
Q4 		$990K Sell
20,470
-1,230
-6% -$59.4K 0.51% 47
2022
Q3 		$952K Sell
21,700
-780
-3% -$37.7K 0.51% 44
2022
Q2 		$1.02M Buy
22,480
+65
+0.3% +$3.21K 0.53% 40
2022
Q1 		$1.2M Hold
22,415
– – 0.55% 42
2021
Q4 		$1.27M Sell
22,415
-180
-0.8% -$10K 0.57% 40
2021
Q3 		$1.19M Sell
22,595
-655
-3% -$35.2K 0.59% 39
2021
Q2 		$1.25M Sell
23,250
-500
-2% -$27K 0.63% 36
2021
Q1 		$1.24M Sell
23,750
-745
-3% -$37.2K 0.68% 36
2020
Q4 		$1.13M Buy
24,495
+230
+0.9% +$9.69K 0.66% 34
2020
Q3 		$899K Buy
24,265
+500
+2% +$18.7K 0.6% 39
2020
Q2 		$845K Sell
23,765
-1,470
-6% -$48.8K 0.62% 40
2020
Q1 		$726K Sell
25,235
-2,410
-9% -$89.6K 0.64% 41
2019
Q4 		$1.14M Buy
27,645
+1,590
+6% +$63K 0.81% 31
2019
Q3 		$1.01M Sell
26,055
-1,205
-4% -$46.3K 0.99% 30
2019
Q2 		$1.06M Sell
27,260
-1,195
-4% -$45.8K 1.05% 29
2019
Q1 		$1.08M Sell
28,455
-2,510
-8% -$92.7K 1.12% 28
2018
Q4 		$1.03M Sell
30,965
-940
-3% -$34.3K 1.17% 25
2018
Q3 		$1.28M Buy
31,905
+400
+1% +$16.1K 1.24% 24
2018
Q2 		$1.23M Sell
31,505
-375
-1% -$14.5K 1.32% 24
2018
Q1 		$1.2M Buy
31,880
+1,365
+4% +$52.2K 1.31% 23
2017
Q4 		$1.16M Buy
+30,515
New +$1.13M 1.27% 24

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carmichael Hill & Associates's IJH Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q3 2024, buying an estimated $166K and bringing the position to 22,187 shares worth $1.38M. The position accounts for 0.49% of the portfolio, ranked #46.

Carmichael Hill & Associates first reported a position in IJH in Q4 2017 and has held it in 28 quarters since. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Carmichael Hill & Associates held 22,187 shares of iShares Core S&P Mid-Cap ETF worth $1.38M as of Q3 2024.
  • Carmichael Hill & Associates bought 2,752 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $166K.
  • iShares Core S&P Mid-Cap ETF made up 0.49% of Carmichael Hill & Associates's portfolio in Q3 2024, its #46 holding.
  • Carmichael Hill & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.