Charles D. Hyman’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Charles D. Hyman’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	$298K	Hold	5,090	–	–	0.02%	204
2024 Q1	$309K	Hold	5,090	–	–	0.02%	207
2023 Q4	$282K	Hold	5,090	–	–	0.02%	213
2023 Q3	$254K	Hold	5,090	–	–	0.02%	210
2023 Q2	$266K	Buy	5,090 +345	+7%	+$17.1K	0.02%	213
2023 Q1	$237K	Sell	4,745 -500	-10%	-$25.5K	0.02%	221
2022 Q4	$254K	Hold	5,245	–	–	0.02%	207
2022 Q3	$230K	Hold	5,245	–	–	0.02%	212
2022 Q2	$237K	Hold	5,245	–	–	0.02%	214
2022 Q1	$281K	Hold	5,245	–	–	0.02%	210
2021 Q4	$297K	Hold	5,245	–	–	0.02%	211
2021 Q3	$276K	Hold	5,245	–	–	0.02%	207
2021 Q2	$282K	Hold	5,245	–	–	0.02%	208
2021 Q1	$273K	Buy	5,245 +145	+3%	+$7.24K	0.02%	208
2020 Q4	$234K	Buy	+5,100	New	+$215K	0.02%	216
2016 Q3	–	Sell	-8,070	Closed	-$241K	–	140
2016 Q2	$241K	Buy	+8,070	New	+$237K	0.04%	133

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Charles D. Hyman's IJH Position: Q2 2024 in Review

Charles D. Hyman held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2024 at 5,090 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #204.

Charles D. Hyman first reported a position in IJH in Q2 2016 and has held it in 16 quarters since. The position peaked at $309K in Q1 2024. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Charles D. Hyman held 5,090 shares of iShares Core S&P Mid-Cap ETF worth $298K as of Q2 2024.
Charles D. Hyman left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2024.
iShares Core S&P Mid-Cap ETF made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #204 holding.
Charles D. Hyman first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 16 quarters since.
Charles D. Hyman's iShares Core S&P Mid-Cap ETF position peaked at $309K in Q1 2024.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.