First Ascent Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First Ascent 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
2023 Q4	$1.29M	Buy	23,280 +430	+2%	+$21.8K	0.14%	41
2023 Q3	$1.14M	Sell	22,850 -1,850	-7%	-$96.9K	0.15%	42
2023 Q2	$1.29M	Sell	24,700 -80	-0.3%	-$3.98K	0.17%	46
2023 Q1	$1.24M	Buy	24,780 +1,155	+5%	+$58.8K	0.18%	44
2022 Q4	$1.14M	Buy	+23,625	New	+$1.14M	0.17%	46

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Ascent Asset Management's IJH Position: Q4 2023 in Review

First Ascent Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q4 2023, buying an estimated $21.8K and bringing the position to 23,280 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #41.

First Ascent Asset Management first reported a position in IJH in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.29M in Q2 2023. 2,169 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

First Ascent Asset Management held 23,280 shares of iShares Core S&P Mid-Cap ETF worth $1.29M as of Q4 2023.
First Ascent Asset Management bought 430 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $21.8K.
iShares Core S&P Mid-Cap ETF made up 0.14% of First Ascent Asset Management's portfolio in Q4 2023, its #41 holding.
First Ascent Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 5 quarters since.
First Ascent Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.29M in Q2 2023.
2,169 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on First Ascent Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.