HoyleCohen’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

HoyleCohen’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 Q2	$1.26M	Buy	21,480 +26	+0.1%	+$1.53K	0.1%	129
2024 Q1	$1.3M	Sell	21,454 -391	-2%	-$22.1K	0.1%	132
2023 Q4	$1.21M	Sell	21,845 -7,550	-26%	-$383K	0.1%	136
2023 Q3	$1.47M	Buy	29,395 +250	+0.9%	+$13.1K	0.14%	123
2023 Q2	$1.52M	Buy	29,145 +3,525	+14%	+$175K	0.13%	123
2023 Q1	$1.28M	Buy	25,620 +1,445	+6%	+$73.6K	0.12%	125
2022 Q4	$1.17M	Buy	24,175 +1,475	+6%	+$71.3K	0.12%	132
2022 Q3	$995K	Buy	22,700 +8,600	+61%	+$416K	0.11%	130
2022 Q2	$638K	Buy	14,100 +9,315	+195%	+$460K	0.07%	162
2022 Q1	$257K	Sell	4,785 -3,025	-39%	-$161K	0.02%	237
2021 Q4	$442K	Buy	7,810 +190	+2%	+$10.6K	0.04%	204
2021 Q3	$401K	Buy	7,620 +245	+3%	+$13.2K	0.04%	199
2021 Q2	$396	Sell	7,375 -25	-0.3%	-$1.35K	0.03%	200
2021 Q1	$385K	Buy	+7,400	New	+$370K	0.04%	196

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HoyleCohen's IJH Position: Q2 2024 in Review

HoyleCohen increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q2 2024, buying an estimated $1.53K and bringing the position to 21,480 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #129.

HoyleCohen first reported a position in IJH in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.52M in Q2 2023. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

HoyleCohen held 21,480 shares of iShares Core S&P Mid-Cap ETF worth $1.26M as of Q2 2024.
HoyleCohen bought 26 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $1.53K.
iShares Core S&P Mid-Cap ETF made up 0.1% of HoyleCohen's portfolio in Q2 2024, its #129 holding.
HoyleCohen first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 14 quarters since.
HoyleCohen's iShares Core S&P Mid-Cap ETF position peaked at $1.52M in Q2 2023.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.