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CMP
Coston McIsaac & Partners’s
iShares Core S&P Mid-Cap ETF
IJH
Stock Holding History
Coston McIsaac & Partners’s Portfolio
IJH Stock Details
IJH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$69K
Hold
1,034
–
–
0.02%
279
2025
Q4
$68K
Sell
1,034
-24
-2%
-$1.57K
0.02%
271
2025
Q3
$69K
Hold
1,058
–
–
0.02%
261
2025
Q2
$65K
Hold
1,058
–
–
0.02%
262
2025
Q1
$61K
Hold
1,058
–
–
0.02%
244
2024
Q4
$65K
Hold
1,058
–
–
0.02%
242
2024
Q3
$65
Buy
1,058
+91
+9%
+$5.49K
0.02%
244
2024
Q2
$56K
Hold
967
–
–
0.02%
247
2024
Q1
$58K
Buy
967
+2
+0.2%
+$113
0.02%
247
2023
Q4
$53K
Buy
965
+715
+286%
+$36.3K
0.02%
246
2023
Q3
$12K
Buy
250
+55
+28%
+$2.88K
﹤0.01%
450
2023
Q2
$10K
Hold
195
–
–
﹤0.01%
500
2023
Q1
$9K
Sell
195
-4,040
-95%
-$206K
﹤0.01%
501
2022
Q4
$204
Buy
4,235
+4,040
+2,072%
+$195K
0.08%
111
2022
Q3
$8K
Buy
195
+25
+15%
+$1.21K
﹤0.01%
446
2022
Q2
$8K
Buy
+170
New
+$8.39K
﹤0.01%
295
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$162B AUM
16.35%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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