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

Curi Wealth 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 Q1	–	Sell	-372,150	Closed	-$20.6M	–	61
2023 Q4	$20.6M	Buy	372,150 +9,450	+3%	+$479K	2.85%	6
2023 Q3	$18.1M	Sell	362,700 -22,330	-6%	-$1.17M	2.77%	7
2023 Q2	$20.1M	Buy	385,030 +14,490	+4%	+$720K	2.72%	8
2023 Q1	$18.5M	Sell	370,540 -20,840	-5%	-$1.06M	2.66%	8
2022 Q4	$18.9M	Buy	391,380 +58,495	+18%	+$2.83M	2.66%	7
2022 Q3	$14.6M	Buy	332,885 +50,695	+18%	+$2.45M	2.42%	8
2022 Q2	$12.8M	Buy	282,190 +31,970	+13%	+$1.58M	2.46%	13
2022 Q1	$13.4M	Buy	250,220 +29,465	+13%	+$1.57M	2.32%	15
2021 Q4	$12.5M	Buy	220,755 +38,955	+21%	+$2.17M	2.16%	19
2021 Q3	$9.56M	Buy	181,800 +40,355	+29%	+$2.17M	4.4%	6
2021 Q2	$7.6M	Buy	141,445 +31,680	+29%	+$1.71M	3.81%	7
2021 Q1	$5.71M	Buy	109,765 +13,930	+15%	+$696K	3.62%	7
2020 Q4	$4.41M	Buy	+95,835	New	+$4.04M	3.19%	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

Curi Wealth Management's IJH Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 372,150 shares — an estimated $20.6M sold.

Curi Wealth Management first reported a position in IJH in Q4 2020 and held it in 13 quarters. The position peaked at $20.6M in Q4 2023. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Curi Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 372,150 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $20.6M.
Curi Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 13 quarters.
Curi Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $20.6M in Q4 2023.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.