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GYL Financial Synergies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GYL Financial Synergies’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 		$6.73M Buy
107,955
+2,471
+2% +$149K 0.51% 50
2024
Q2 		$6.17M Sell
105,484
-1,206
-1% -$70.9K 0.48% 54
2024
Q1 		$6.48M Sell
106,690
-455
-0.4% -$25.8K 0.51% 51
2023
Q4 		$5.94M Buy
107,145
+2,600
+2% +$132K 0.49% 52
2023
Q3 		$5.21M Buy
104,545
+2,020
+2% +$106K 0.51% 48
2023
Q2 		$5.36M Sell
102,525
-11,395
-10% -$566K 0.49% 50
2023
Q1 		$5.7M Sell
113,920
-79,155
-41% -$4.03M 0.68% 41
2022
Q4 		$9.34M Buy
193,075
+83,460
+76% +$4.03M 2.02% 9
2022
Q3 		$4.81M Buy
109,615
+980
+0.9% +$47.4K 1.31% 19
2022
Q2 		$4.92M Buy
108,635
+12,995
+14% +$642K 1.34% 16
2022
Q1 		$5.13M Sell
95,640
-17,850
-16% -$950K 1.23% 16
2021
Q4 		$6.42M Buy
113,490
+13,530
+14% +$753K 1.73% 12
2021
Q3 		$5.26M Buy
99,960
+3,100
+3% +$167K 2.69% 6
2021
Q2 		$5.21M Buy
96,860
+1,580
+2% +$85.3K 2.69% 6
2021
Q1 		$4.96M Buy
95,280
+5,275
+6% +$263K 2.73% 5
2020
Q4 		$4.14M Buy
90,005
+9,080
+11% +$383K 2.38% 7
2020
Q3 		$3M Sell
80,925
-5,430
-6% -$203K 1.97% 8
2020
Q2 		$3.07M Sell
86,355
-271,130
-76% -$9M 2.22% 9
2020
Q1 		$10.3M Sell
357,485
-158,910
-31% -$5.91M 6.57% 2
2019
Q4 		$21.3M Buy
516,395
+25,180
+5% +$998K 9.4% 2
2019
Q3 		$19M Buy
491,215
+10,440
+2% +$401K 9.44% 2
2019
Q2 		$18.7M Buy
480,775
+13,760
+3% +$527K 9.88% 2
2019
Q1 		$17.7M Buy
467,015
+13,495
+3% +$498K 9.94% 2
2018
Q4 		$15.1M Buy
+453,520
New +$16.5M 10.94% 2

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

GYL Financial Synergies's IJH Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q3 2024, buying an estimated $149K and bringing the position to 107,955 shares worth $6.73M. The position accounts for 0.51% of the portfolio, ranked #50.

GYL Financial Synergies first reported a position in IJH in Q4 2018 and has held it in 24 quarters since. The position peaked at $21.3M in Q4 2019. 2,305 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • GYL Financial Synergies held 107,955 shares of iShares Core S&P Mid-Cap ETF worth $6.73M as of Q3 2024.
  • GYL Financial Synergies bought 2,471 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $149K.
  • iShares Core S&P Mid-Cap ETF made up 0.51% of GYL Financial Synergies's portfolio in Q3 2024, its #50 holding.
  • GYL Financial Synergies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's iShares Core S&P Mid-Cap ETF position peaked at $21.3M in Q4 2019.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.