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Landaas & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Landaas & Company’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
-4,516
Closed -$274K – 87
2024
Q1 		$274K Buy
+4,516
New +$256K 0.09% 67
2018
Q3 		– Sell
-1,250
Closed -$49K – 181
2018
Q2 		$49K Buy
+1,250
New +$48.3K 0.04% 154
2018
Q1 		– Sell
-1,250
Closed -$47K – 175
2017
Q4 		$47K Hold
1,250
– – 0.04% 152
2017
Q3 		$45K Buy
+1,250
New +$43.5K 0.04% 156

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Landaas & Company's IJH Position: Q2 2024 in Review

Landaas & Company sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 4,516 shares — an estimated $274K sold.

Landaas & Company first reported a position in IJH in Q3 2017 and held it in 4 quarters. The position peaked at $274K in Q1 2024. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

  • Landaas & Company reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Landaas & Company sold 4,516 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $274K.
  • Landaas & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and held it in 4 quarters.
  • Landaas & Company's iShares Core S&P Mid-Cap ETF position peaked at $274K in Q1 2024.
  • 2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Landaas & Company's 13F filing for Q2 2024, filed 13 Aug 2024.