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FAM
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
$162B AUM
16.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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