Foster Dykema Cabot & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Foster Dykema Cabot & Co’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 Q3	$17K	Hold	340	–	–	﹤0.01%	208
2023 Q2	$18K	Buy	+340	New	+$16.9K	﹤0.01%	210
2017 Q3	–	Sell	-11,375	Closed	-$396K	–	102
2017 Q2	$396K	Hold	11,375	–	–	0.07%	86
2017 Q1	$390K	Hold	11,375	–	–	0.07%	85
2016 Q4	$376K	Hold	11,375	–	–	0.07%	86
2016 Q3	$352K	Buy	+11,375	New	+$352K	0.08%	92

Other funds holding IJH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Foster Dykema Cabot & Co's IJH Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2023 at 340 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Foster Dykema Cabot & Co first reported a position in IJH in Q3 2016 and has held it in 6 quarters since. The position peaked at $396K in Q2 2017. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Foster Dykema Cabot & Co held 340 shares of iShares Core S&P Mid-Cap ETF worth $17K as of Q3 2023.
Foster Dykema Cabot & Co left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2023.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #208 holding.
Foster Dykema Cabot & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 6 quarters since.
Foster Dykema Cabot & Co's iShares Core S&P Mid-Cap ETF position peaked at $396K in Q2 2017.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.