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

Janiczek 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	$164K	Buy	2,799 +19	+0.7%	+$1.12K	0.03%	216
2024 Q1	$169K	Hold	2,780	–	–	0.04%	205
2023 Q4	$154K	Sell	2,780 -595	-18%	-$30.2K	0.04%	206
2023 Q3	$169K	Hold	3,375	–	–	0.04%	166
2023 Q2	$176K	Hold	3,375	–	–	0.05%	139
2023 Q1	$167K	Hold	3,375	–	–	0.05%	136
2022 Q4	$173K	Hold	3,375	–	–	0.05%	139
2022 Q3	$152K	Hold	3,375	–	–	0.05%	135
2022 Q2	$169K	Hold	3,375	–	–	0.05%	128
2022 Q1	$181K	Sell	3,375 -270	-7%	-$14.4K	0.05%	125
2021 Q4	$206K	Buy	3,645 +270	+8%	+$15K	0.06%	102
2021 Q3	$178K	Hold	3,375	–	–	0.06%	108
2021 Q2	$181K	Hold	3,375	–	–	0.07%	92
2021 Q1	$176K	Hold	3,375	–	–	0.07%	77
2020 Q4	$155K	Hold	3,375	–	–	0.08%	74
2020 Q3	$125K	Hold	3,375	–	–	0.07%	58
2020 Q2	$120K	Buy	3,375 +595	+21%	+$19.8K	0.07%	49
2020 Q1	$80K	Sell	2,780 -620	-18%	-$23.1K	0.05%	51
2019 Q4	$140K	Hold	3,400	–	–	0.06%	45
2019 Q3	$131K	Buy	3,400 +120	+4%	+$4.61K	0.06%	46
2019 Q2	$127K	Buy	3,280 +120	+4%	+$4.6K	0.06%	48
2019 Q1	$120K	Sell	3,160 -55	-2%	-$2.03K	0.06%	54
2018 Q4	$107K	Buy	3,215 +435	+16%	+$15.9K	0.05%	57
2018 Q3	$112K	Hold	2,780	–	–	0.06%	50
2018 Q2	$108K	Buy	+2,780	New	+$107K	0.06%	50

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

Janiczek Wealth Management's IJH Position: Q2 2024 in Review

Janiczek Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.68% in Q2 2024, buying an estimated $1.12K and bringing the position to 2,799 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #216.

Janiczek Wealth Management first reported a position in IJH in Q2 2018 and has held it in 25 quarters since. The position peaked at $206K in Q4 2021. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Janiczek Wealth Management held 2,799 shares of iShares Core S&P Mid-Cap ETF worth $164K as of Q2 2024.
Janiczek Wealth Management bought 19 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $1.12K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #216 holding.
Janiczek Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 25 quarters since.
Janiczek Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $206K in Q4 2021.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.