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CEDRUS’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

CEDRUS’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 		$885K Buy
+14,202
New +$856K 0.33% 59
2023
Q2 		– Sell
-4,885
Closed -$245K – 155
2023
Q1 		$245K Buy
4,885
+35
+0.7% +$1.78K 0.17% 135
2022
Q4 		$235K Buy
+4,850
New +$234K 0.19% 129
2022
Q1 		– Sell
-8,085
Closed -$458K – 155
2021
Q4 		$458K Buy
+8,085
New +$450K 0.44% 60

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 $609B AUM 40.19% 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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

CEDRUS's IJH Position: Q3 2024 in Review

CEDRUS opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024: 14,202 shares worth $885K. The stake represents 0.33% of the portfolio and ranks #59 among its holdings. This is a return to the name: CEDRUS previously reported a position in IJH as recently as Q1 2023.

CEDRUS first reported a position in IJH in Q4 2021 and has held it in 4 quarters since. 2,302 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • CEDRUS held 14,202 shares of iShares Core S&P Mid-Cap ETF worth $885K as of Q3 2024.
  • iShares Core S&P Mid-Cap ETF was a new CEDRUS position in Q3 2024.
  • iShares Core S&P Mid-Cap ETF made up 0.33% of CEDRUS's portfolio in Q3 2024, its #59 holding.
  • CEDRUS first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • 2,302 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.