Eubel Brady & Suttman Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Eubel Brady & Suttman Asset 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 Q2	–	Sell	-16,315	Closed	-$991K	–	96
2024 Q1	$991K	Sell	16,315 -380	-2%	-$21.5K	0.13%	57
2023 Q4	$925K	Sell	16,695 -205	-1%	-$10.4K	0.12%	61
2023 Q3	$843K	Hold	16,900	–	–	0.12%	63
2023 Q2	$884K	Hold	16,900	–	–	0.12%	60
2023 Q1	$846K	Sell	16,900 -4,190	-20%	-$213K	0.12%	61
2022 Q4	$1.02M	Buy	21,090 +295	+1%	+$14.3K	0.16%	57
2022 Q3	$912K	Buy	20,795 +125	+0.6%	+$6.04K	0.16%	55
2022 Q2	$935K	Buy	20,670 +70	+0.3%	+$3.46K	0.19%	45
2022 Q1	$1.11M	Sell	20,600 -2,435	-11%	-$130K	0.2%	42
2021 Q4	$1.3M	Buy	+23,035	New	+$1.28M	0.26%	41
2021 Q3	–	Sell	-2,495	Closed	-$130K	–	198
2021 Q2	$130K	Sell	2,495 -2,495	-50%	-$135K	0.01%	224
2021 Q1	$260K	Buy	+4,990	New	+$249K	0.03%	99

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's IJH Position: Q2 2024 in Review

Eubel Brady & Suttman Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 16,315 shares — an estimated $991K sold.

Eubel Brady & Suttman Asset Management first reported a position in IJH in Q1 2021 and held it in 12 quarters. The position peaked at $1.3M in Q4 2021. 2,218 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Eubel Brady & Suttman Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Eubel Brady & Suttman Asset Management sold 16,315 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $991K.
Eubel Brady & Suttman Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 12 quarters.
Eubel Brady & Suttman Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.3M in Q4 2021.
2,218 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q2 2024, filed 7 Aug 2024.