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

Churchill 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
Q3 		– Sell
-8,280
Closed -$485K – 151
2024
Q2 		$485K Buy
+8,280
New +$486K 0.01% 146
2017
Q3 		– Sell
-5,768,075
Closed -$201M – 123
2017
Q2 		$201M Buy
5,768,075
+302,295
+6% +$10.4M 5.25% 7
2017
Q1 		$187M Buy
5,465,780
+201,360
+4% +$6.85M 5.31% 7
2016
Q4 		$174M Buy
5,264,420
+142,845
+3% +$4.53M 5.8% 6
2016
Q3 		$158M Buy
+5,121,575
New +$158M 6.48% 6

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Churchill Management's IJH Position: Q3 2024 in Review

Churchill Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 8,280 shares — an estimated $485K sold.

Churchill Management first reported a position in IJH in Q3 2016 and held it in 5 quarters. The position peaked at $201M in Q2 2017. 2,305 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Churchill Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Churchill Management sold 8,280 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $485K.
  • Churchill Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and held it in 5 quarters.
  • Churchill Management's iShares Core S&P Mid-Cap ETF position peaked at $201M in Q2 2017.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Churchill Management's 13F filing for Q3 2024, filed 15 Oct 2024.