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Eagle Ridge Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Eagle Ridge Investment 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
Q4 		$764K Sell
12,269
-116
-0.9% -$7.44K 0.07% 81
2024
Q3 		$772K Buy
12,385
+4,865
+65% +$293K 0.07% 80
2024
Q2 		$440K Buy
7,520
+922
+14% +$54.2K 0.04% 106
2024
Q1 		$401K Buy
6,598
+103
+2% +$5.83K 0.04% 111
2023
Q4 		$360K Sell
6,495
-30
-0.5% -$1.52K 0.04% 112
2023
Q3 		$325K Buy
6,525
+275
+4% +$14.4K 0.04% 117
2023
Q2 		$327K Buy
6,250
+40
+0.6% +$1.99K 0.03% 125
2023
Q1 		$311K Sell
6,210
-1,700
-21% -$86.6K 0.03% 126
2022
Q4 		$383K Buy
7,910
+1,275
+19% +$61.6K 0.04% 111
2022
Q3 		$291K Buy
6,635
+690
+12% +$33.4K 0.04% 119
2022
Q2 		$269K Sell
5,945
-5
-0.1% -$247 0.03% 124
2022
Q1 		$319K Sell
5,950
-280
-4% -$14.9K 0.03% 128
2021
Q4 		$353K Buy
6,230
+5
+0.1% +$278 0.04% 120
2021
Q3 		$328K Buy
6,225
+345
+6% +$18.6K 0.04% 116
2021
Q2 		$316K Buy
5,880
+100
+2% +$5.4K 0.04% 111
2021
Q1 		$301K Sell
5,780
-15
-0.3% -$749 0.04% 113
2020
Q4 		$266K Buy
+5,795
New +$244K 0.03% 122

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

Eagle Ridge Investment Management's IJH Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.94% in Q4 2024, selling an estimated $7.44K and leaving 12,269 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #81.

Eagle Ridge Investment Management first reported a position in IJH in Q4 2020 and has held it in 17 quarters since. The position peaked at $772K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Eagle Ridge Investment Management held 12,269 shares of iShares Core S&P Mid-Cap ETF worth $764K as of Q4 2024.
  • Eagle Ridge Investment Management sold 116 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $7.44K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #81 holding.
  • Eagle Ridge Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • Eagle Ridge Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $772K in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.