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

Ground Swell 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 Q4	–	Sell	-12,681	Closed	-$790K	–	199
2024 Q3	$790K	Buy	+12,681	New	+$765K	0.7%	22
2024 Q2	–	Sell	-15,489	Closed	-$941K	–	195
2024 Q1	$941K	Buy	+15,489	New	+$877K	0.85%	9
2023 Q4	–	Sell	-4,110	Closed	-$205K	–	92
2023 Q3	$205K	Buy	+4,110	New	+$215K	0.34%	53
2022 Q4	–	Sell	-4,745	Closed	-$208K	–	105
2022 Q3	$208K	Buy	+4,745	New	+$229K	0.59%	56
2022 Q2	–	Sell	-4,205	Closed	-$226K	–	161
2022 Q1	$226K	Buy	+4,205	New	+$224K	0.58%	29

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ground Swell Capital's IJH Position: Q4 2024 in Review

Ground Swell Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 12,681 shares — an estimated $790K sold.

Ground Swell Capital first reported a position in IJH in Q1 2022 and held it in 5 quarters. The position peaked at $941K in Q1 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Ground Swell Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Ground Swell Capital sold 12,681 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $790K.
Ground Swell Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and held it in 5 quarters.
Ground Swell Capital's iShares Core S&P Mid-Cap ETF position peaked at $941K in Q1 2024.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.