LTI
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Laffer Tengler Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-255
Closed -$14.9K – 261
2024
Q2 		$14.9K Hold
255
– – ﹤0.01% 283
2024
Q1 		$15.5K Hold
255
– – ﹤0.01% 284
2023
Q4 		$14.2K Buy
+255
New +$12.9K ﹤0.01% 263

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laffer Tengler Investments's IJH Position: Q3 2024 in Review

Laffer Tengler Investments sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 255 shares — an estimated $14.9K sold.

Laffer Tengler Investments first reported a position in IJH in Q4 2023 and held it in 3 quarters. The position peaked at $15.5K in Q1 2024. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Laffer Tengler Investments reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 255 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $14.9K.
  • Laffer Tengler Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Laffer Tengler Investments's iShares Core S&P Mid-Cap ETF position peaked at $15.5K in Q1 2024.
  • 2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.