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Gunn & Company Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Gunn & Company Investment Management’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
Q3 		– Sell
-3,559
Closed -$208K – 95
2024
Q2 		$208K Buy
+3,559
New +$209K 0.01% 140

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gunn & Company Investment Management's IJH Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 3,559 shares — an estimated $208K sold.

Gunn & Company Investment Management first reported a position in IJH in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 2,302 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 3,559 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $208K.
  • Gunn & Company Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $208K in Q2 2024.
  • 2,302 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.