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

ETFidea’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
Q3 		$3.02M Buy
48,510
+635
+1% +$38.3K 0.96% 27
2024
Q2 		$2.8M Sell
47,875
-33
-0.1% -$1.94K 0.95% 27
2024
Q1 		$2.91M Sell
47,908
-317
-0.7% -$17.9K 0.99% 24
2023
Q4 		$2.67M Sell
48,225
-1,430
-3% -$72.5K 1% 24
2023
Q3 		$2.48M Buy
49,655
+2,495
+5% +$131K 1.05% 24
2023
Q2 		$2.47M Buy
47,160
+2,520
+6% +$125K 1.01% 24
2023
Q1 		$2.23M Sell
44,640
-1,045
-2% -$53.2K 0.97% 26
2022
Q4 		$2.21M Sell
45,685
-810
-2% -$39.1K 1.02% 23
2022
Q3 		$2.04M Buy
46,495
+5,540
+14% +$268K 1.05% 24
2022
Q2 		$1.85M Buy
40,955
+445
+1% +$22K 0.93% 26
2022
Q1 		$2.17M Buy
40,510
+280
+0.7% +$14.9K 0.94% 26
2021
Q4 		$2.28M Buy
+40,230
New +$2.24M 0.92% 26

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETFidea's IJH Position: Q3 2024 in Review

ETFidea increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q3 2024, buying an estimated $38.3K and bringing the position to 48,510 shares worth $3.02M. The position accounts for 0.96% of the portfolio, ranked #27.

ETFidea first reported a position in IJH in Q4 2021 and has held it in 12 quarters since. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • ETFidea held 48,510 shares of iShares Core S&P Mid-Cap ETF worth $3.02M as of Q3 2024.
  • ETFidea bought 635 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $38.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.96% of ETFidea's portfolio in Q3 2024, its #27 holding.
  • ETFidea first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.