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

Fairhaven 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 		$24.5M Buy
393,736
+523
+0.1% +$33.5K 7.67% 3
2024
Q3 		$24.5M Buy
393,213
+1,856
+0.5% +$112K 7.5% 3
2024
Q2 		$22.9M Buy
391,357
+10,753
+3% +$632K 7.59% 3
2024
Q1 		$23.1M Sell
380,604
-13,321
-3% -$754K 7.94% 3
2023
Q4 		$21.8M Sell
393,925
-53,595
-12% -$2.72M 8% 3
2023
Q3 		$22.3M Sell
447,520
-1,670
-0.4% -$87.5K 8.9% 2
2023
Q2 		$23.5M Buy
+449,190
New +$22.3M 8.98% 2
2022
Q4 		$20.4M Sell
420,845
-4,280
-1% -$207K 8.65% 2
2022
Q3 		$18.6M Sell
425,125
-7,470
-2% -$361K 8.33% 3
2022
Q2 		$19.6M Buy
432,595
+9,415
+2% +$465K 9.19% 2
2022
Q1 		$22.7M Buy
423,180
+8,350
+2% +$445K 9.22% 2
2021
Q4 		$23.5M Buy
414,830
+13,510
+3% +$752K 9.16% 2
2021
Q3 		$21.1M Buy
401,320
+1,105
+0.3% +$59.4K 8.7% 2
2021
Q2 		$21.5M Sell
400,215
-10,650
-3% -$575K 8.57% 2
2021
Q1 		$21.4M Sell
410,865
-9,535
-2% -$476K 8.97% 2
2020
Q4 		$19.3M Buy
420,400
+6,985
+2% +$294K 8.51% 2
2020
Q3 		$15.3M Buy
413,415
+1,410
+0.3% +$52.7K 9.07% 2
2020
Q2 		$14.7M Buy
412,005
+29,395
+8% +$976K 9.64% 2
2020
Q1 		$11M Buy
382,610
+51,360
+16% +$1.91M 9.98% 2
2019
Q4 		$13.6M Buy
331,250
+5,825
+2% +$231K 11.35% 2
2019
Q3 		$12.6M Buy
325,425
+8,670
+3% +$333K 11.77% 2
2019
Q2 		$12.3M Buy
316,755
+14,535
+5% +$557K 11.44% 2
2019
Q1 		$11.4M Buy
302,220
+22,445
+8% +$829K 10.89% 2
2018
Q4 		$9.29M Buy
+279,775
New +$10.2M 9.13% 2

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 $1.88B AUM 29.07% 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

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

Fairhaven Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.13% in Q4 2024, buying an estimated $33.5K and bringing the position to 393,736 shares worth $24.5M. The position accounts for 7.67% of the portfolio, ranked #3.

Fairhaven Wealth Management first reported a position in IJH in Q4 2018 and has held it in 24 quarters since. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Fairhaven Wealth Management held 393,736 shares of iShares Core S&P Mid-Cap ETF worth $24.5M as of Q4 2024.
  • Fairhaven Wealth Management bought 523 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $33.5K.
  • iShares Core S&P Mid-Cap ETF made up 7.67% of Fairhaven Wealth Management's portfolio in Q4 2024, its #3 holding.
  • Fairhaven Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.