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Horst & Graben Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Horst & Graben Wealth 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
Q1 		– Sell
-18,140
Closed -$1.01M – 147
2023
Q4 		$1.01M Sell
18,140
-40,340
-69% -$2.05M 0.22% 52
2023
Q3 		$2.92M Buy
+58,480
New +$3.06M 0.72% 24

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

Horst & Graben Wealth Management's IJH Position: Q1 2024 in Review

Horst & Graben Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 18,140 shares — an estimated $1.01M sold.

Horst & Graben Wealth Management first reported a position in IJH in Q3 2023 and held it in 2 quarters. The position peaked at $2.92M in Q3 2023. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • Horst & Graben Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 18,140 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $1.01M.
  • Horst & Graben Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and held it in 2 quarters.
  • Horst & Graben Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.92M in Q3 2023.
  • 2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.