First Trust Direct Indexing’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First Trust Direct Indexing’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	–	Sell	-6,916	Closed	-$431K	–	429
2024 Q3	$431K	Sell	6,916 -1,397	-17%	-$84.2K	0.02%	593
2024 Q2	$486K	Sell	8,313 -535	-6%	-$31.4K	0.03%	514
2024 Q1	$537K	Buy	+8,848	New	+$501K	0.04%	458

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

First Trust Direct Indexing's IJH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 6,916 shares — an estimated $431K sold.

First Trust Direct Indexing first reported a position in IJH in Q1 2024 and held it in 3 quarters. The position peaked at $537K in Q1 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

First Trust Direct Indexing reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 6,916 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $431K.
First Trust Direct Indexing first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 3 quarters.
First Trust Direct Indexing's iShares Core S&P Mid-Cap ETF position peaked at $537K in Q1 2024.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.