Institutional & Family Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Institutional & Family Asset 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	$68	Buy	+1	New	+$59	﹤0.01%	739
2021 Q2	–	Sell	-5	Closed	–	–	975
2021 Q1	$0	Sell	5 -65	-93%	-$3.25K	﹤0.01%	961
2020 Q4	$3K	Sell	70 -3,905	-98%	-$165K	﹤0.01%	705
2020 Q3	$147K	Buy	3,975 +80	+2%	+$2.99K	0.03%	195
2020 Q2	$138K	Buy	3,895 +3,715	+2,064%	+$123K	0.03%	205
2020 Q1	$5K	Buy	+180	New	+$6.69K	﹤0.01%	536
2018 Q2	–	Sell	-1,160	Closed	-$44K	–	862
2018 Q1	$44K	Buy	+1,160	New	+$44.4K	0.01%	339
2017 Q1	–	Sell	-7,915	Closed	-$262K	–	128
2016 Q4	$262K	Buy	+7,915	New	+$251K	0.08%	113

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

Institutional & Family Asset Management's IJH Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024: 1 share worth $68. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in IJH as recently as Q1 2021.

Institutional & Family Asset Management first reported a position in IJH in Q4 2016 and has held it in 8 quarters since. The position peaked at $262K in Q4 2016. 2,218 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Institutional & Family Asset Management held 1 share of iShares Core S&P Mid-Cap ETF worth $68 as of Q2 2024.
iShares Core S&P Mid-Cap ETF was a new Institutional & Family Asset Management position in Q2 2024.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #739 holding.
Institutional & Family Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 8 quarters since.
Institutional & Family Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $262K in Q4 2016.
2,218 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.