Golden Green’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Golden Green’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	$206K	Sell	4,135 -30	-0.7%	-$1.57K	0.21%	76
2023 Q2	$218K	Sell	4,165 -15	-0.4%	-$745	0.24%	71
2023 Q1	$209K	Sell	4,180 -540	-11%	-$27.5K	0.25%	58
2022 Q4	$228K	Hold	4,720	–	–	0.24%	70
2022 Q3	$207K	Buy	+4,720	New	+$228K	0.22%	67

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

Golden Green's IJH Position: Q3 2023 in Review

Golden Green reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.72% in Q3 2023, selling an estimated $1.57K and leaving 4,135 shares worth $206K. The position accounts for 0.21% of the portfolio, ranked #76.

Golden Green first reported a position in IJH in Q3 2022 and has held it in 5 quarters since. The position peaked at $228K in Q4 2022. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Golden Green held 4,135 shares of iShares Core S&P Mid-Cap ETF worth $206K as of Q3 2023.
Golden Green sold 30 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $1.57K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Golden Green's portfolio in Q3 2023, its #76 holding.
Golden Green first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 5 quarters since.
Golden Green's iShares Core S&P Mid-Cap ETF position peaked at $228K in Q4 2022.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.