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

Connectus 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 Q1	$1.81M	Sell	29,871 -403,409	-93%	-$22.8M	0.05%	195
2023 Q4	$24.1M	Sell	433,280 -29,925	-6%	-$1.52M	0.49%	48
2023 Q3	$23.2M	Sell	463,205 -59,055	-11%	-$3.09M	0.52%	47
2023 Q2	$27.4M	Sell	522,260 -222,520	-30%	-$11.1M	0.63%	39
2023 Q1	$37.4M	Sell	744,780 -60,720	-8%	-$3.09M	0.92%	25
2022 Q4	$39.1M	Sell	805,500 -31,705	-4%	-$1.53M	0.92%	26
2022 Q3	$36.8M	Sell	837,205 -69,860	-8%	-$3.38M	0.77%	25
2022 Q2	$41.1M	Sell	907,065 -355,245	-28%	-$17.5M	0.94%	19
2022 Q1	$71.6M	Buy	+1,262,310	New	+$67.2M	2.27%	7

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Connectus Wealth's IJH Position: Q1 2024 in Review

Connectus Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 93% in Q1 2024, selling an estimated $22.8M and leaving 29,871 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #195.

Connectus Wealth first reported a position in IJH in Q1 2022 and has held it in 9 quarters since. The position peaked at $71.6M in Q1 2022. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Connectus Wealth held 29,871 shares of iShares Core S&P Mid-Cap ETF worth $1.81M as of Q1 2024.
Connectus Wealth sold 403,409 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $22.8M.
iShares Core S&P Mid-Cap ETF made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #195 holding.
Connectus Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 9 quarters since.
Connectus Wealth's iShares Core S&P Mid-Cap ETF position peaked at $71.6M in Q1 2022.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.