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Davies Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Davies Financial Advisors’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
-3,950
Closed -$246K – 67
2024
Q3 		$246K Sell
3,950
-11,732
-75% -$707K 0.21% 62
2024
Q2 		$918K Buy
+15,682
New +$921K 0.86% 28

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Davies Financial Advisors's IJH Position: Q4 2024 in Review

Davies Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 3,950 shares — an estimated $246K sold.

Davies Financial Advisors first reported a position in IJH in Q2 2024 and held it in 2 quarters. The position peaked at $918K in Q2 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Davies Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Davies Financial Advisors sold 3,950 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $246K.
  • Davies Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Davies Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $918K in Q2 2024.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Davies Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.