Lake Street Advisors Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lake Street Advisors 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 Q4	$1.47M	Sell	23,518 -2,926	-11%	-$188K	0.07%	179
2024 Q3	$1.65M	Buy	26,444 +26	+0.1%	+$1.57K	0.08%	151
2024 Q2	$1.55M	Buy	26,418 +2,443	+10%	+$144K	0.07%	160
2024 Q1	$1.46M	Sell	23,975 -2,510	-9%	-$142K	0.07%	179
2023 Q4	$1.47M	Buy	+26,485	New	+$1.34M	0.07%	175
2021 Q3	–	Sell	-5,650	Closed	-$309K	–	322
2021 Q2	$309K	Hold	5,650	–	–	0.02%	239
2021 Q1	$294K	Hold	5,650	–	–	0.02%	241
2020 Q4	$260K	Hold	5,650	–	–	0.02%	254
2020 Q3	$209K	Hold	5,650	–	–	0.02%	260
2020 Q2	$201K	Buy	+5,650	New	+$188K	0.02%	257
2020 Q1	–	Sell	-5,650	Closed	-$233K	–	266
2019 Q4	$233K	Hold	5,650	–	–	0.02%	220
2019 Q3	$218K	Hold	5,650	–	–	0.02%	200
2019 Q2	$220K	Hold	5,650	–	–	0.02%	195
2019 Q1	$214K	Buy	+5,650	New	+$209K	0.02%	204
2018 Q4	–	Sell	-5,650	Closed	-$228K	–	210
2018 Q3	$228K	Hold	5,650	–	–	0.03%	176
2018 Q2	$220K	Sell	5,650 -275	-5%	-$10.6K	0.02%	292
2018 Q1	$222K	Sell	5,925 -2,820	-32%	-$108K	0.02%	277
2017 Q4	$332K	Buy	+8,745	New	+$323K	0.04%	199

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

Lake Street Advisors Group's IJH Position: Q4 2024 in Review

Lake Street Advisors Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q4 2024, selling an estimated $188K and leaving 23,518 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #179.

Lake Street Advisors Group first reported a position in IJH in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.65M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Lake Street Advisors Group held 23,518 shares of iShares Core S&P Mid-Cap ETF worth $1.47M as of Q4 2024.
Lake Street Advisors Group sold 2,926 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $188K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #179 holding.
Lake Street Advisors Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 18 quarters since.
Lake Street Advisors Group's iShares Core S&P Mid-Cap ETF position peaked at $1.65M 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 Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.