Knuff & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Knuff & Co’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
2025 Q2	–	Sell	-1,093	Closed	-$63.8K	–	128
2025 Q1	$63.8K	Sell	1,093 -15	-1%	-$932	0.02%	109
2024 Q4	$69K	Buy	+1,108	New	+$71.1K	0.02%	119
2022 Q4	–	Sell	-20	Closed	-$1K	–	135
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	130
2022 Q2	$1K	Buy	+20	New	+$987	﹤0.01%	135
2022 Q1	–	Sell	-1,795	Closed	-$102K	–	147
2021 Q4	$102K	Hold	1,795	–	–	0.03%	102
2021 Q3	$94K	Hold	1,795	–	–	0.04%	93
2021 Q2	$96K	Hold	1,795	–	–	0.04%	99
2021 Q1	$93K	Hold	1,795	–	–	0.04%	96
2020 Q4	$83K	Sell	1,795 -70	-4%	-$2.95K	0.03%	105
2020 Q3	$69K	Buy	+1,865	New	+$69.7K	0.03%	106
2020 Q2	–	Sell	-995	Closed	-$29K	–	165
2020 Q1	$29K	Hold	995	–	–	0.02%	120
2019 Q4	$41K	Hold	995	–	–	0.02%	111
2019 Q3	$38K	Buy	+995	New	+$38.2K	0.03%	104

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fidelity Investments

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

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