KC
IJH icon

Kades & Cheifetz’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kades & Cheifetz’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
Q4 		– Sell
-3,412
Closed -$213K – 109
2024
Q3 		$213K Buy
+3,412
New +$206K 0.12% 88

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kades & Cheifetz's IJH Position: Q4 2024 in Review

Kades & Cheifetz sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 3,412 shares — an estimated $213K sold.

Kades & Cheifetz first reported a position in IJH in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Kades & Cheifetz reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Kades & Cheifetz sold 3,412 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $213K.
  • Kades & Cheifetz first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Kades & Cheifetz's iShares Core S&P Mid-Cap ETF position peaked at $213K in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.