Coulter & Justus Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Coulter & Justus Financial Services’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	$282K	Buy	+4,650	New	+$263K	0.06%	79

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

Coulter & Justus Financial Services's IJH Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024: 4,650 shares worth $282K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings.

2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Coulter & Justus Financial Services held 4,650 shares of iShares Core S&P Mid-Cap ETF worth $282K as of Q1 2024.
iShares Core S&P Mid-Cap ETF was a new Coulter & Justus Financial Services position in Q1 2024.
iShares Core S&P Mid-Cap ETF made up 0.06% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #79 holding.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.