Goodwin Investment Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Goodwin Investment Advisory’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	-2,305	Closed	-$140K	–	40
2024 Q1	$140K	Hold	2,305	–	–	0.07%	37
2023 Q4	$128K	Sell	2,305 -1,785	-44%	-$90.5K	0.07%	37
2023 Q3	$204K	Sell	4,090 -585	-13%	-$30.7K	0.12%	44
2023 Q2	$244K	Buy	4,675 +585	+14%	+$29.1K	0.14%	43
2023 Q1	$205K	Hold	4,090	–	–	0.13%	46
2022 Q4	$198K	Hold	4,090	–	–	0.14%	45
2022 Q3	$179K	Sell	4,090 -1,090	-21%	-$52.7K	0.14%	52
2022 Q2	$234K	Sell	5,180 -1,270	-20%	-$62.7K	0.18%	39
2022 Q1	$347K	Sell	6,450 -465	-7%	-$24.8K	0.24%	34
2021 Q4	$393K	Sell	6,915 -30	-0.4%	-$1.67K	0.29%	29
2021 Q3	$367K	Buy	6,945 +15	+0.2%	+$807	0.36%	25
2021 Q2	$374K	Sell	6,930 -970	-12%	-$52.4K	0.41%	17
2021 Q1	$411K	Sell	7,900 -2,850	-27%	-$142K	0.48%	19
2020 Q4	$493K	Buy	+10,750	New	+$453K	0.6%	16

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 $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

JP Morgan Chase New York $1.56T 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 $570B AUM 27.57% 1-Year Est. Return

Goodwin Investment Advisory's IJH Position: Q2 2024 in Review

Goodwin Investment Advisory sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 2,305 shares — an estimated $140K sold.

Goodwin Investment Advisory first reported a position in IJH in Q4 2020 and held it in 14 quarters. The position peaked at $493K in Q4 2020. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Goodwin Investment Advisory reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 2,305 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $140K.
Goodwin Investment Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 14 quarters.
Goodwin Investment Advisory's iShares Core S&P Mid-Cap ETF position peaked at $493K in Q4 2020.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Goodwin Investment Advisory's 13F filing for Q2 2024, filed 1 Aug 2024.