DFPG Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

DFPG Investments’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	$344K	Buy	6,365 +1,570	+33%	+$79.6K	0.03%	489
2023 Q3	$231K	Buy	+4,795	New	+$251K	0.02%	528
2019 Q4	–	Sell	-5,850	Closed	-$217K	–	172
2019 Q3	$217K	Sell	5,850 -6,020	-51%	-$231K	0.18%	137
2019 Q2	$461K	Sell	11,870 -19,595	-62%	-$751K	0.44%	72
2019 Q1	$1.22M	Buy	31,465 +2,095	+7%	+$77.4K	1.31%	20
2018 Q4	$975K	Buy	+29,370	New	+$1.07M	1.29%	22

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

DFPG Investments's IJH Position: Q4 2023 in Review

DFPG Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q4 2023, buying an estimated $79.6K and bringing the position to 6,365 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #489.

DFPG Investments first reported a position in IJH in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2019. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

DFPG Investments held 6,365 shares of iShares Core S&P Mid-Cap ETF worth $344K as of Q4 2023.
DFPG Investments bought 1,570 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $79.6K.
iShares Core S&P Mid-Cap ETF made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #489 holding.
DFPG Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 6 quarters since.
DFPG Investments's iShares Core S&P Mid-Cap ETF position peaked at $1.22M in Q1 2019.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.