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

CIC Wealth’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 		$2.3M Buy
36,863
+19
+0.1% +$1.15K 0.59% 41
2024
Q2 		$2.16M Buy
36,844
+95
+0.3% +$5.58K 0.59% 43
2024
Q1 		$2.23M Buy
36,749
+84
+0.2% +$4.76K 0.65% 39
2023
Q4 		$2.03M Buy
36,665
+175
+0.5% +$8.88K 0.64% 39
2023
Q3 		$1.82M Sell
36,490
-65
-0.2% -$3.41K 0.65% 39
2023
Q2 		$1.91M Buy
36,555
+95
+0.3% +$4.72K 0.66% 39
2023
Q1 		$1.82M Buy
36,460
+310
+0.9% +$15.8K 0.69% 36
2022
Q4 		$1.75M Buy
+36,150
New +$1.75M 0.72% 35

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

CIC Wealth's IJH Position: Q3 2024 in Review

CIC Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q3 2024, buying an estimated $1.15K and bringing the position to 36,863 shares worth $2.3M. The position accounts for 0.59% of the portfolio, ranked #41.

CIC Wealth first reported a position in IJH in Q4 2022 and has held it in 8 quarters since. 2,305 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • CIC Wealth held 36,863 shares of iShares Core S&P Mid-Cap ETF worth $2.3M as of Q3 2024.
  • CIC Wealth bought 19 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $1.15K.
  • iShares Core S&P Mid-Cap ETF made up 0.59% of CIC Wealth's portfolio in Q3 2024, its #41 holding.
  • CIC Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.