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

Grey Street 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 Q1	$372K	Buy	6,119 +494	+9%	+$28K	0.05%	349
2023 Q4	$312K	Hold	5,625	–	–	0.15%	100
2023 Q3	$282K	Hold	5,625	–	–	0.16%	103
2023 Q2	$294K	Hold	5,625	–	–	0.16%	98
2023 Q1	$281K	Buy	+5,625	New	+$287K	0.2%	96

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Grey Street Capital's IJH Position: Q1 2024 in Review

Grey Street Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.8% in Q1 2024, buying an estimated $28K and bringing the position to 6,119 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #349.

Grey Street Capital first reported a position in IJH in Q1 2023 and has held it in 5 quarters since. 2,226 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Grey Street Capital held 6,119 shares of iShares Core S&P Mid-Cap ETF worth $372K as of Q1 2024.
Grey Street Capital bought 494 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $28K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Grey Street Capital's portfolio in Q1 2024, its #349 holding.
Grey Street Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 5 quarters since.
2,226 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.