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

Imprint Wealth’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 Q1	$295K	Buy	+4,885	New	+$277K	0.07%	230

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Imprint Wealth's IJH Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024: 4,885 shares worth $295K. The stake represents 0.07% of the portfolio and ranks #230 among its holdings.

2,224 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Imprint Wealth held 4,885 shares of iShares Core S&P Mid-Cap ETF worth $295K as of Q1 2024.
iShares Core S&P Mid-Cap ETF was a new Imprint Wealth position in Q1 2024.
iShares Core S&P Mid-Cap ETF made up 0.07% of Imprint Wealth's portfolio in Q1 2024, its #230 holding.
2,224 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.