Hunter Associates Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Hunter Associates Investment 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 Q3	–	Sell	-4,144	Closed	-$242K	–	260
2024 Q2	$242K	Buy	4,144 +259	+7%	+$15.2K	0.04%	229
2024 Q1	$236K	Sell	3,885 -1,095	-22%	-$62K	0.04%	233
2023 Q4	$276K	Sell	4,980 -150	-3%	-$7.61K	0.05%	219
2023 Q3	$255K	Buy	5,130 +100	+2%	+$5.24K	0.05%	221
2023 Q2	$263K	Hold	5,030	–	–	0.05%	222
2023 Q1	$253K	Buy	5,030 +300	+6%	+$15.3K	0.05%	223
2022 Q4	$229K	Buy	+4,730	New	+$229K	0.06%	203

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 $544B AUM 28.31% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Hunter Associates Investment Management's IJH Position: Q3 2024 in Review

Hunter Associates Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 4,144 shares — an estimated $242K sold.

Hunter Associates Investment Management first reported a position in IJH in Q4 2022 and held it in 7 quarters. The position peaked at $276K in Q4 2023. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Hunter Associates Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Hunter Associates Investment Management sold 4,144 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $242K.
Hunter Associates Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 7 quarters.
Hunter Associates Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $276K in Q4 2023.
2,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Hunter Associates Investment Management's 13F filing for Q3 2024, filed 24 Oct 2024.