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Cedar Brook Financial Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-15,761
Closed -$957K – 202
2024
Q1 		$957K Sell
15,761
-319
-2% -$18.1K 0.19% 127
2023
Q4 		$875K Sell
16,080
-875
-5% -$44.4K 0.19% 124
2023
Q3 		$846K Sell
16,955
-1,505
-8% -$78.9K 0.22% 109
2023
Q2 		$965K Buy
18,460
+25
+0.1% +$1.24K 0.23% 105
2023
Q1 		$922K Sell
18,435
-11,210
-38% -$571K 0.24% 108
2022
Q4 		$1.43M Buy
29,645
+13,140
+80% +$635K 0.4% 63
2022
Q3 		$724K Sell
16,505
-720
-4% -$34.8K 0.23% 113
2022
Q2 		$779K Buy
17,225
+360
+2% +$17.8K 0.24% 103
2022
Q1 		$905K Sell
16,865
-1,120
-6% -$59.6K 0.23% 101
2021
Q4 		$1.02M Buy
17,985
+3,230
+22% +$180K 0.26% 94
2021
Q3 		$776K Sell
14,755
-1,760
-11% -$94.7K 0.23% 113
2021
Q2 		$888K Sell
16,515
-120
-0.7% -$6.48K 0.26% 99
2021
Q1 		$866K Buy
16,635
+4,660
+39% +$233K 0.3% 85
2020
Q4 		$550K Sell
11,975
-6,445
-35% -$272K 0.19% 128
2020
Q3 		$683K Buy
18,420
+210
+1% +$7.85K 0.27% 105
2020
Q2 		$648K Sell
18,210
-25,870
-59% -$859K 0.29% 103
2020
Q1 		$1.27M Sell
44,080
-7,200
-14% -$268K 0.7% 32
2019
Q4 		$2.11M Buy
51,280
+2,125
+4% +$84.2K 0.9% 22
2019
Q3 		$1.9M Sell
49,155
-72,760
-60% -$2.8M 0.84% 22
2019
Q2 		$4.74M Buy
121,915
+1,815
+2% +$69.6K 2.18% 2
2019
Q1 		$4.55M Buy
120,100
+5,585
+5% +$206K 2.21% 3
2018
Q4 		$3.8M Buy
+114,515
New +$4.18M 2.31% 3

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cedar Brook Financial Partners's IJH Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 15,761 shares — an estimated $957K sold.

Cedar Brook Financial Partners first reported a position in IJH in Q4 2018 and held it in 22 quarters. The position peaked at $4.74M in Q2 2019. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 15,761 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $957K.
  • Cedar Brook Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.74M in Q2 2019.
  • 2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.