Icon Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Icon Wealth Partners’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
2023 Q3	$3.75M	Buy	75,100 +72,005	+2,326%	+$3.77M	0.43%	53
2023 Q2	$162K	Hold	3,095	–	–	0.02%	344
2023 Q1	$155K	Buy	+3,095	New	+$158K	0.02%	344
2020 Q1	–	Sell	-40,160	Closed	-$1.65M	–	170
2019 Q4	$1.65M	Buy	40,160 +4,250	+12%	+$168K	0.52%	30
2019 Q3	$1.39M	Sell	35,910 -28,305	-44%	-$1.09M	0.47%	36
2019 Q2	$2.5M	Buy	64,215 +14,160	+28%	+$543K	0.88%	21
2019 Q1	$1.9M	Sell	50,055 -17,645	-26%	-$652K	0.71%	30
2018 Q4	$2.25M	Sell	67,700 -20,530	-23%	-$749K	1.09%	19
2018 Q3	$3.55M	Buy	88,230 +7,000	+9%	+$281K	1.48%	12
2018 Q2	$3.16M	Buy	81,230 +25,105	+45%	+$970K	1.33%	13
2018 Q1	$2.11M	Buy	56,125 +32,155	+134%	+$1.23M	1.13%	19
2017 Q4	$910K	Buy	+23,970	New	+$886K	0.45%	52

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Icon Wealth Partners's IJH Position: Q3 2023 in Review

Icon Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2,326% in Q3 2023, buying an estimated $3.77M and bringing the position to 75,100 shares worth $3.75M. The position accounts for 0.43% of the portfolio, ranked #53.

Icon Wealth Partners first reported a position in IJH in Q4 2017 and has held it in 12 quarters since. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Icon Wealth Partners held 75,100 shares of iShares Core S&P Mid-Cap ETF worth $3.75M as of Q3 2023.
Icon Wealth Partners bought 72,005 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $3.77M.
iShares Core S&P Mid-Cap ETF made up 0.43% of Icon Wealth Partners's portfolio in Q3 2023, its #53 holding.
Icon Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 12 quarters since.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.