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

ICA Group 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 Q2	$99.2K	Sell	1,695 -34,632	-95%	-$2.03M	0.06%	174
2024 Q1	$2.21M	Sell	36,327 -5,283	-13%	-$299K	0.44%	42
2023 Q4	$2.31M	Sell	41,610 -1,000	-2%	-$50.7K	0.51%	39
2023 Q3	$2.12M	Sell	42,610 -3,205	-7%	-$168K	0.6%	37
2023 Q2	$2.4M	Buy	45,815 +22,425	+96%	+$1.11M	0.6%	35
2023 Q1	$1.17M	Sell	23,390 -30,765	-57%	-$1.57M	0.28%	86
2022 Q4	$2.62M	Sell	54,155 -14,790	-21%	-$715K	0.62%	37
2022 Q3	$3.02M	Sell	68,945 -2,500	-3%	-$121K	0.64%	33
2022 Q2	$3.68M	Buy	71,445 +8,065	+13%	+$398K	0.69%	31
2022 Q1	$3.21M	Buy	+63,380	New	+$3.37M	0.61%	40

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

ICA Group Wealth Management's IJH Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 95% in Q2 2024, selling an estimated $2.03M and leaving 1,695 shares worth $99.2K. The position accounts for 0.06% of the portfolio, ranked #174.

ICA Group Wealth Management first reported a position in IJH in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.68M in Q2 2022. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

ICA Group Wealth Management held 1,695 shares of iShares Core S&P Mid-Cap ETF worth $99.2K as of Q2 2024.
ICA Group Wealth Management sold 34,632 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $2.03M.
iShares Core S&P Mid-Cap ETF made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #174 holding.
ICA Group Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.68M in Q2 2022.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.