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

DB Wealth Management Group’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
2023 Q4	$7.7M	Buy	138,895 +17,330	+14%	+$879K	4.37%	5
2023 Q3	$6.06M	Buy	121,565 +25,965	+27%	+$1.36M	3.83%	4
2023 Q2	$5M	Buy	95,600 +3,805	+4%	+$189K	3.06%	5
2023 Q1	$4.59M	Buy	91,795 +1,160	+1%	+$59.1K	2.9%	7
2022 Q4	$4.38M	Sell	90,635 -25,950	-22%	-$1.25M	2.84%	9
2022 Q3	$5.11M	Sell	116,585 -3,680	-3%	-$178K	3.65%	5
2022 Q2	$5.44M	Buy	120,265 +2,150	+2%	+$106K	3.71%	5
2022 Q1	$6.34M	Buy	118,115 +15,995	+16%	+$852K	3.82%	5
2021 Q4	$5.78M	Buy	102,120 +10,355	+11%	+$576K	3.42%	5
2021 Q3	$4.83M	Buy	91,765 +12,565	+16%	+$676K	3.11%	5
2021 Q2	$4.26M	Buy	79,200 +19,385	+32%	+$1.05M	2.72%	8
2021 Q1	$3.11M	Buy	59,815 +11,175	+23%	+$558K	2.13%	8
2020 Q4	$2.24M	Buy	+48,640	New	+$2.05M	1.65%	15

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

DB Wealth Management Group's IJH Position: Q4 2023 in Review

DB Wealth Management Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q4 2023, buying an estimated $879K and bringing the position to 138,895 shares worth $7.7M. The position accounts for 4.37% of the portfolio, ranked #5.

DB Wealth Management Group first reported a position in IJH in Q4 2020 and has held it in 13 quarters since. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

DB Wealth Management Group held 138,895 shares of iShares Core S&P Mid-Cap ETF worth $7.7M as of Q4 2023.
DB Wealth Management Group bought 17,330 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $879K.
iShares Core S&P Mid-Cap ETF made up 4.37% of DB Wealth Management Group's portfolio in Q4 2023, its #5 holding.
DB Wealth Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.