Jordan Park Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jordan Park Group’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	–	Sell	-7,755	Closed	-$471K	–	47
2024 Q1	$471K	Sell	7,755 -395	-5%	-$22.4K	0.03%	45
2023 Q4	$452K	Hold	8,150	–	–	0.03%	42
2023 Q3	$406K	Hold	8,150	–	–	0.03%	38
2023 Q2	$426K	Hold	8,150	–	–	0.03%	41
2023 Q1	$408K	Hold	8,150	–	–	0.03%	42
2022 Q4	$394K	Hold	8,150	–	–	0.03%	40
2022 Q3	$357K	Hold	8,150	–	–	0.03%	35
2022 Q2	$369K	Hold	8,150	–	–	0.04%	39
2022 Q1	$437K	Hold	8,150	–	–	0.04%	29
2021 Q4	$461K	Hold	8,150	–	–	0.03%	36
2021 Q3	$429K	Hold	8,150	–	–	0.02%	36
2021 Q2	$438K	Hold	8,150	–	–	0.99%	32
2021 Q1	$424K	Hold	8,150	–	–	1.26%	16
2020 Q4	$375K	Hold	8,150	–	–	1.72%	13
2020 Q3	$302K	Hold	8,150	–	–	0.03%	20
2020 Q2	$290K	Hold	8,150	–	–	0.03%	26
2020 Q1	$234K	Hold	8,150	–	–	0.02%	40
2019 Q4	$335K	Hold	8,150	–	–	0.02%	36
2019 Q3	$315K	Hold	8,150	–	–	0.03%	29
2019 Q2	$317K	Buy	+8,150	New	+$312K	0.03%	32
2019 Q1	–	Sell	-8,150	Closed	-$271K	–	26
2018 Q4	$271K	Sell	8,150 -8,150	-50%	-$297K	0.04%	22
2018 Q3	$659K	Buy	16,300 +8,150	+100%	+$328K	0.11%	18
2018 Q2	$319K	Sell	8,150 -380	-4%	-$14.7K	0.05%	19
2018 Q1	$320K	Buy	+8,530	New	+$326K	0.08%	15

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

Jordan Park Group's IJH Position: Q2 2024 in Review

Jordan Park Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 7,755 shares — an estimated $471K sold.

Jordan Park Group first reported a position in IJH in Q1 2018 and held it in 24 quarters. The position peaked at $659K in Q3 2018. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Jordan Park Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Jordan Park Group sold 7,755 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $471K.
Jordan Park Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and held it in 24 quarters.
Jordan Park Group's iShares Core S&P Mid-Cap ETF position peaked at $659K in Q3 2018.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Jordan Park Group's 13F filing for Q2 2024, filed 7 Aug 2024.