Lantz Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lantz Financial’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
2023 Q4	–	Sell	-8,965	Closed	-$447K	–	199
2023 Q3	$447K	Buy	+8,965	New	+$470K	0.18%	116
2020 Q1	–	Sell	-67,080	Closed	-$2.76M	–	116
2019 Q4	$2.76M	Buy	67,080 +4,080	+6%	+$162K	1.63%	8
2019 Q3	$2.36M	Sell	63,000 -625	-1%	-$24K	1.59%	7
2019 Q2	$2.47M	Buy	63,625 +50	+0.1%	+$1.92K	1.67%	8
2019 Q1	$2.41M	Buy	+63,575	New	+$2.35M	1.75%	7

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lantz Financial's IJH Position: Q4 2023 in Review

Lantz Financial sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2023, closing a stake of 8,965 shares — an estimated $447K sold.

Lantz Financial first reported a position in IJH in Q1 2019 and held it in 5 quarters. The position peaked at $2.76M in Q4 2019. 2,168 funds tracked by Wall St. Rank hold IJH as of Q4 2023.

Lantz Financial reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Lantz Financial sold 8,965 iShares Core S&P Mid-Cap ETF shares in Q4 2023, an estimated $447K.
Lantz Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 5 quarters.
Lantz Financial's iShares Core S&P Mid-Cap ETF position peaked at $2.76M in Q4 2019.
2,168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2023.

Based on Lantz Financial's 13F filing for Q4 2023, filed 12 Jan 2024.