Cypress Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cypress Capital’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 Q4	–	Sell	-3,278	Closed	-$204K	–	82
2024 Q3	$204K	Buy	3,278 +1,243	+61%	+$75K	0.05%	79
2024 Q2	$119K	Buy	+2,035	New	+$120K	0.03%	83
2023 Q3	–	Sell	-3,895	Closed	-$204K	–	85
2023 Q2	$204K	Sell	3,895 -1,995	-34%	-$99.2K	0.06%	78
2023 Q1	$295K	Sell	5,890 -15	-0.3%	-$764	0.09%	59
2022 Q4	$286K	Buy	5,905 +110	+2%	+$5.31K	0.09%	75
2022 Q3	$254K	Sell	5,795 -50	-0.9%	-$2.42K	0.09%	83
2022 Q2	$264K	Sell	5,845 -3,995	-41%	-$197K	0.04%	155
2022 Q1	$528K	Hold	9,840	–	–	0.06%	142
2021 Q4	$557K	Buy	9,840 +4,555	+86%	+$254K	0.06%	143
2021 Q3	$278K	Buy	+5,285	New	+$284K	0.04%	155

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cypress Capital's IJH Position: Q4 2024 in Review

Cypress Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 3,278 shares — an estimated $204K sold.

Cypress Capital first reported a position in IJH in Q3 2021 and held it in 10 quarters. The position peaked at $557K in Q4 2021. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Cypress Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Cypress Capital sold 3,278 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $204K.
Cypress Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 10 quarters.
Cypress Capital's iShares Core S&P Mid-Cap ETF position peaked at $557K in Q4 2021.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Cypress Capital's 13F filing for Q4 2024, filed 3 Feb 2025.