HI
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Hoey Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hoey Investments’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 		– Sell
-850
Closed -$47.1K – 360
2023
Q4 		$47.1K Buy
+850
New +$43.1K 0.01% 128
2021
Q2 		– Sell
-440
Closed -$23K – 235
2021
Q1 		$23K Buy
+440
New +$22K 0.01% 138

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hoey Investments's IJH Position: Q1 2024 in Review

Hoey Investments sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 850 shares — an estimated $47.1K sold.

Hoey Investments first reported a position in IJH in Q1 2021 and held it in 2 quarters. The position peaked at $47.1K in Q4 2023. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • Hoey Investments reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Hoey Investments sold 850 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $47.1K.
  • Hoey Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Hoey Investments's iShares Core S&P Mid-Cap ETF position peaked at $47.1K in Q4 2023.
  • 2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Hoey Investments's 13F filing for Q1 2024, filed 10 May 2024.