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

Cassady Schiller 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	$521K	Buy	8,358 +10	+0.1%	+$641	0.19%	69
2024 Q3	$520K	Hold	8,348	–	–	0.19%	68
2024 Q2	$489K	Hold	8,348	–	–	0.2%	67
2024 Q1	$507K	Sell	8,348 -2	-0%	-$113	0.23%	66
2023 Q4	$463K	Hold	8,350	–	–	0.23%	64
2023 Q3	$416K	Buy	8,350 +65	+0.8%	+$3.41K	0.23%	67
2023 Q2	$433K	Hold	8,285	–	–	0.24%	68
2023 Q1	$415K	Sell	8,285 -385	-4%	-$19.6K	0.19%	70
2022 Q4	$419K	Buy	8,670 +50	+0.6%	+$2.42K	0.26%	67
2022 Q3	$378K	Hold	8,620	–	–	0.22%	72
2022 Q2	$390K	Sell	8,620 -90	-1%	-$4.44K	0.21%	65
2022 Q1	$468K	Buy	8,710 +265	+3%	+$14.1K	0.23%	65
2021 Q4	$478K	Buy	+8,445	New	+$470K	0.29%	55

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

Cassady Schiller Wealth Management's IJH Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q4 2024, buying an estimated $641 and bringing the position to 8,358 shares worth $521K. The position accounts for 0.19% of the portfolio, ranked #69.

Cassady Schiller Wealth Management first reported a position in IJH in Q4 2021 and has held it in 13 quarters since. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Cassady Schiller Wealth Management held 8,358 shares of iShares Core S&P Mid-Cap ETF worth $521K as of Q4 2024.
Cassady Schiller Wealth Management bought 10 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $641.
iShares Core S&P Mid-Cap ETF made up 0.19% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #69 holding.
Cassady Schiller Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.