Executive Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Executive Wealth 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	$771K	Buy	12,367 +161	+1%	+$10.3K	0.06%	142
2024 Q3	$761K	Buy	+12,206	New	+$736K	0.06%	144
2024 Q2	–	Sell	-12,889	Closed	-$778K	–	182
2024 Q1	$778K	Sell	12,889 -81	-0.6%	-$4.59K	0.07%	131
2023 Q4	$719K	Buy	12,970 +4,665	+56%	+$237K	0.07%	129
2023 Q3	$414K	Sell	8,305 -15	-0.2%	-$786	0.04%	148
2023 Q2	$435K	Sell	8,320 -375	-4%	-$18.6K	0.05%	139
2023 Q1	$435K	Sell	8,695 -40	-0.5%	-$2.04K	0.05%	140
2022 Q4	$423K	Buy	8,735 +6,900	+376%	+$333K	0.05%	139
2022 Q3	$367	Sell	1,835 -6,430	-78%	-$311K	0.05%	133
2022 Q2	$374K	Buy	8,265 +355	+4%	+$17.5K	0.05%	132
2022 Q1	$424K	Sell	7,910 -1,030	-12%	-$54.8K	0.05%	140
2021 Q4	$506K	Buy	8,940 +950	+12%	+$52.9K	0.05%	138
2021 Q3	$420K	Buy	7,990 +370	+5%	+$19.9K	0.05%	140
2021 Q2	$409K	Buy	7,620 +30	+0.4%	+$1.62K	0.04%	145
2021 Q1	$395K	Buy	7,590 +2,700	+55%	+$135K	0.05%	139
2020 Q4	$224K	Buy	+4,890	New	+$206K	0.03%	160
2020 Q1	–	Sell	-8,215	Closed	-$338K	–	133
2019 Q4	$338K	Sell	8,215 -41,990	-84%	-$1.66M	0.05%	121
2019 Q3	$1.94M	Sell	50,205 -5,815	-10%	-$223K	0.29%	59
2019 Q2	$2.18M	Sell	56,020 -33,270	-37%	-$1.28M	0.31%	68
2019 Q1	$3.38M	Sell	89,290 -43,090	-33%	-$1.59M	0.6%	40
2018 Q4	$4.4M	Buy	+132,380	New	+$4.83M	0.77%	21

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Executive Wealth Management's IJH Position: Q4 2024 in Review

Executive Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q4 2024, buying an estimated $10.3K and bringing the position to 12,367 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #142.

Executive Wealth Management first reported a position in IJH in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.4M in Q4 2018. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Executive Wealth Management held 12,367 shares of iShares Core S&P Mid-Cap ETF worth $771K as of Q4 2024.
Executive Wealth Management bought 161 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $10.3K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Executive Wealth Management's portfolio in Q4 2024, its #142 holding.
Executive Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 21 quarters since.
Executive Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $4.4M in Q4 2018.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.