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Girard Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Girard Partners’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 		$490K Sell
8,376
-535
-6% -$31.4K 0.05% 181
2024
Q1 		$541K Sell
8,911
-439
-5% -$24.9K 0.05% 183
2023
Q4 		$518K Sell
9,350
-410
-4% -$20.8K 0.05% 184
2023
Q3 		$487K Sell
9,760
-795
-8% -$41.7K 0.05% 173
2023
Q2 		$552K Sell
10,555
-2,300
-18% -$114K 0.06% 166
2023
Q1 		$643K Sell
12,855
-215
-2% -$11K 0.07% 158
2022
Q4 		$632K Sell
13,070
-665
-5% -$32.1K 0.07% 172
2022
Q3 		$602K Sell
13,735
-510
-4% -$24.7K 0.08% 158
2022
Q2 		$644K Sell
14,245
-4,720
-25% -$233K 0.08% 145
2022
Q1 		$1.02M Sell
18,965
-500
-3% -$26.6K 0.11% 135
2021
Q4 		$1.1M Sell
19,465
-1,065
-5% -$59.3K 0.12% 126
2021
Q3 		$1.08M Sell
20,530
-1,850
-8% -$99.5K 0.14% 120
2021
Q2 		$1.2M Buy
22,380
+120
+0.5% +$6.48K 0.15% 114
2021
Q1 		$1.16M Buy
22,260
+960
+5% +$47.9K 0.17% 103
2020
Q4 		$979K Sell
21,300
-5,415
-20% -$228K 0.15% 108
2020
Q3 		$990K Sell
26,715
-3,000
-10% -$112K 0.17% 109
2020
Q2 		$1.06M Sell
29,715
-4,225
-12% -$140K 0.19% 104
2020
Q1 		$976K Sell
33,940
-6,510
-16% -$242K 0.2% 101
2019
Q4 		$1.67M Buy
40,450
+1,665
+4% +$66K 0.28% 87
2019
Q3 		$1.5M Sell
38,785
-25,390
-40% -$976K 0.28% 87
2019
Q2 		$2.49M Sell
64,175
-3,225
-5% -$124K 0.44% 70
2019
Q1 		$2.55M Sell
67,400
-1,360
-2% -$50.2K 0.48% 65
2018
Q4 		$2.28M Sell
68,760
-14,430
-17% -$526K 0.48% 67
2018
Q3 		$3.35M Sell
83,190
-24,645
-23% -$991K 0.59% 48
2018
Q2 		$4.2M Buy
107,835
+16,585
+18% +$641K 0.79% 37
2018
Q1 		$3.42M Buy
91,250
+19,685
+28% +$753K 0.8% 38
2017
Q4 		$2.72M Buy
71,565
+1,385
+2% +$51.2K 0.52% 58
2017
Q3 		$2.51M Buy
70,180
+1,510
+2% +$52.6K 0.52% 61
2017
Q2 		$2.39M Buy
68,670
+6,700
+11% +$231K 0.52% 62
2017
Q1 		$2.12M Buy
61,970
+22,435
+57% +$764K 0.51% 68
2016
Q4 		$1.31M Buy
39,535
+980
+3% +$31.1K 0.38% 76
2016
Q3 		$1.19M Buy
38,555
+3,910
+11% +$121K 0.4% 73
2016
Q2 		$1.03M Buy
34,645
+6,025
+21% +$177K 0.39% 76
2016
Q1 		$825K Buy
28,620
+7,095
+33% +$190K 0.36% 81
2015
Q4 		$600K Buy
21,525
+6,665
+45% +$190K 0.29% 93
2015
Q3 		$406K Buy
14,860
+6,925
+87% +$201K 0.23% 108
2015
Q2 		$238K Buy
+7,935
New +$242K 0.13% 138
2014
Q2 		– Sell
-8,775
Closed -$241K – 140
2014
Q1 		$241K Sell
8,775
-1,500
-15% -$40.4K 0.17% 118
2013
Q4 		$275K Buy
+10,275
New +$265K 0.22% 99

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Girard Partners's IJH Position: Q2 2024 in Review

Girard Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6% in Q2 2024, selling an estimated $31.4K and leaving 8,376 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #181.

Girard Partners first reported a position in IJH in Q4 2013 and has held it in 39 quarters since. The position peaked at $4.2M in Q2 2018. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

  • Girard Partners held 8,376 shares of iShares Core S&P Mid-Cap ETF worth $490K as of Q2 2024.
  • Girard Partners sold 535 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $31.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Girard Partners's portfolio in Q2 2024, its #181 holding.
  • Girard Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 39 quarters since.
  • Girard Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.2M in Q2 2018.
  • 2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.