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

Edge Capital 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
2024
Q4 		$31.8M Buy
511,041
+12,950
+3% +$831K 1.42% 15
2024
Q3 		$31M Buy
498,091
+6,765
+1% +$408K 1.38% 14
2024
Q2 		$28.8M Sell
491,326
-12,400
-2% -$728K 1.39% 12
2024
Q1 		$30.6M Buy
503,726
+26,286
+6% +$1.49M 1.52% 12
2023
Q4 		$26.5M Sell
477,440
-60,910
-11% -$3.09M 1.47% 13
2023
Q3 		$26.8M Buy
538,350
+15,345
+3% +$804K 1.74% 11
2023
Q2 		$27.4M Buy
523,005
+3,625
+0.7% +$180K 1.57% 13
2023
Q1 		$26M Buy
519,380
+57,180
+12% +$2.91M 1.6% 12
2022
Q4 		$22.4M Sell
462,200
-285,020
-38% -$13.8M 1.56% 11
2022
Q3 		$32.8M Buy
747,220
+53,625
+8% +$2.59M 2.7% 7
2022
Q2 		$31.4M Buy
693,595
+81,745
+13% +$4.04M 2.71% 7
2022
Q1 		$32.8M Buy
611,850
+547,105
+845% +$29.1M 2.25% 8
2021
Q4 		$3.67M Buy
64,745
+11,810
+22% +$657K 0.26% 78
2021
Q3 		$2.79M Sell
52,935
-375
-0.7% -$20.2K 0.22% 87
2021
Q2 		$2.87M Sell
53,310
-305
-0.6% -$16.5K 0.23% 80
2021
Q1 		$2.79M Sell
53,615
-4,860
-8% -$243K 0.23% 81
2020
Q4 		$2.69M Sell
58,475
-6,285
-10% -$265K 0.23% 83
2020
Q3 		$2.4M Sell
64,760
-13,885
-18% -$519K 0.24% 77
2020
Q2 		$2.8M Sell
78,645
-3,360
-4% -$112K 0.29% 73
2020
Q1 		$2.36M Buy
82,005
+2,915
+4% +$108K 0.28% 72
2019
Q4 		$3.26M Buy
79,090
+20,430
+35% +$810K 0.32% 67
2019
Q3 		$2.27M Buy
58,660
+13,075
+29% +$502K 0.23% 77
2019
Q2 		$1.77M Buy
45,585
+5,775
+15% +$221K 0.17% 96
2019
Q1 		$1.51M Sell
39,810
-5,375
-12% -$198K 0.15% 98
2018
Q4 		$1.5M Buy
+45,185
New +$1.65M 0.16% 94

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

Edge Capital Group's IJH Position: Q4 2024 in Review

Edge Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q4 2024, buying an estimated $831K and bringing the position to 511,041 shares worth $31.8M. The position accounts for 1.42% of the portfolio, ranked #15.

Edge Capital Group first reported a position in IJH in Q4 2018 and has held it in 25 quarters since. The position peaked at $32.8M in Q1 2022. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Edge Capital Group held 511,041 shares of iShares Core S&P Mid-Cap ETF worth $31.8M as of Q4 2024.
  • Edge Capital Group bought 12,950 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $831K.
  • iShares Core S&P Mid-Cap ETF made up 1.42% of Edge Capital Group's portfolio in Q4 2024, its #15 holding.
  • Edge Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares Core S&P Mid-Cap ETF position peaked at $32.8M in Q1 2022.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.