Householder Group Estate & Retirement Specialist’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Householder Group Estate & Retirement Specialist’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	-7,170	Closed	-$446K	–	848
2024 Q3	$446K	Buy	7,170 +2,249	+46%	+$136K	0.13%	149
2024 Q2	$287K	Sell	4,921 -171	-3%	-$10K	0.08%	190
2024 Q1	$309K	Sell	5,092 -923	-15%	-$52.3K	0.09%	184
2023 Q4	$333K	Sell	6,015 -1,740	-22%	-$88.3K	0.11%	172
2023 Q3	$387K	Buy	+7,755	New	+$406K	0.14%	137
2023 Q1	$547K	Buy	+10,935	New	+$557K	0.21%	98
2022 Q4	–	Sell	-7,190	Closed	-$315K	–	685
2022 Q3	$315K	Buy	7,190 +1,300	+22%	+$62.9K	0.13%	150
2022 Q2	$266K	Sell	5,890 -65	-1%	-$3.21K	0.12%	167
2022 Q1	$320K	Buy	5,955 +70	+1%	+$3.73K	0.13%	156
2021 Q4	$333K	Buy	+5,885	New	+$328K	0.12%	156

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 $609B AUM 40.19% 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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's IJH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 7,170 shares — an estimated $446K sold.

Householder Group Estate & Retirement Specialist first reported a position in IJH in Q4 2021 and held it in 10 quarters. The position peaked at $547K in Q1 2023. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 7,170 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $446K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares Core S&P Mid-Cap ETF position peaked at $547K in Q1 2023.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.