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

Formidable 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	-3,325	Closed	-$202K	–	415
2024 Q1	$202K	Buy	+3,325	New	+$188K	0.03%	331
2023 Q3	–	Sell	-4,260	Closed	-$223K	–	303
2023 Q2	$223K	Buy	+4,260	New	+$212K	0.05%	247
2021 Q3	–	Sell	-5,570	Closed	-$290K	–	371
2021 Q2	$290K	Buy	+5,570	New	+$301K	0.06%	238
2016 Q2	–	Sell	-605	Closed	-$17K	–	292
2016 Q1	$17K	Hold	605	–	–	0.01%	287
2015 Q4	$16K	Hold	605	–	–	0.01%	328
2015 Q3	$16K	Hold	605	–	–	0.01%	344
2015 Q2	$18K	Hold	605	–	–	0.01%	299
2015 Q1	$18K	Sell	605 -1,250	-67%	-$37K	0.01%	291
2014 Q4	$54K	Hold	1,855	–	–	0.04%	189
2014 Q3	$53K	Hold	1,855	–	–	0.04%	187
2014 Q2	$53K	Hold	1,855	–	–	0.03%	206
2014 Q1	$50K	Buy	1,855 +1,250	+207%	+$33.6K	0.03%	191
2013 Q4	$16K	Buy	+605	New	+$15.6K	0.01%	291

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Formidable Asset Management's IJH Position: Q2 2024 in Review

Formidable Asset Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 3,325 shares — an estimated $202K sold.

Formidable Asset Management first reported a position in IJH in Q4 2013 and held it in 13 quarters. The position peaked at $290K in Q2 2021. 2,222 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Formidable Asset Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Formidable Asset Management sold 3,325 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $202K.
Formidable Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and held it in 13 quarters.
Formidable Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $290K in Q2 2021.
2,222 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Formidable Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.