Gratus Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Gratus Capital’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	$564K	Buy	9,635 +5,000	+108%	+$294K	0.02%	236
2024 Q1	$282K	Buy	4,635 +835	+22%	+$47.3K	0.01%	277
2023 Q4	$211K	Buy	+3,800	New	+$193K	0.01%	254
2023 Q3	–	Sell	-3,860	Closed	-$202K	–	263
2023 Q2	$202K	Buy	+3,860	New	+$192K	0.01%	228

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

Gratus Capital's IJH Position: Q2 2024 in Review

Gratus Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 108% in Q2 2024, buying an estimated $294K and bringing the position to 9,635 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #236.

Gratus Capital first reported a position in IJH in Q2 2023 and has held it in 4 quarters since. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Gratus Capital held 9,635 shares of iShares Core S&P Mid-Cap ETF worth $564K as of Q2 2024.
Gratus Capital bought 5,000 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $294K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #236 holding.
Gratus Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 4 quarters since.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.