Lederer & Associates Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lederer & Associates Investment Counsel’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	-7,750	Closed	-$471K	–	86
2024 Q1	$471K	Hold	7,750	–	–	0.33%	73
2023 Q4	$430K	Hold	7,750	–	–	0.32%	74
2023 Q3	$386K	Hold	7,750	–	–	0.31%	73
2023 Q2	$405K	Hold	7,750	–	–	0.31%	75
2023 Q1	$388K	Hold	7,750	–	–	0.3%	78
2022 Q4	$375K	Hold	7,750	–	–	0.31%	77
2022 Q3	$340K	Hold	7,750	–	–	0.29%	77
2022 Q2	$351K	Hold	7,750	–	–	0.27%	77
2022 Q1	$416K	Hold	7,750	–	–	0.25%	82
2021 Q4	$439K	Hold	7,750	–	–	0.25%	80
2021 Q3	$408K	Hold	7,750	–	–	0.26%	75
2021 Q2	$417K	Hold	7,750	–	–	0.28%	72
2021 Q1	$403K	Hold	7,750	–	–	0.28%	70
2020 Q4	$356K	Hold	7,750	–	–	0.27%	73
2020 Q3	$287K	Hold	7,750	–	–	0.24%	73
2020 Q2	$276K	Hold	7,750	–	–	0.26%	70
2020 Q1	$223K	Hold	7,750	–	–	0.25%	74
2019 Q4	$319K	Sell	7,750 -50	-0.6%	-$1.98K	0.28%	75
2019 Q3	$301K	Hold	7,800	–	–	0.29%	78
2019 Q2	$303K	Hold	7,800	–	–	0.28%	78
2019 Q1	$295K	Buy	7,800 +225	+3%	+$8.31K	0.27%	77
2018 Q4	$252K	Hold	7,575	–	–	0.27%	79
2018 Q3	$305K	Hold	7,575	–	–	0.26%	79
2018 Q2	$295K	Hold	7,575	–	–	0.27%	78
2018 Q1	$284K	Buy	7,575 +150	+2%	+$5.74K	0.26%	80
2017 Q4	$282K	Hold	7,425	–	–	0.25%	78
2017 Q3	$266K	Hold	7,425	–	–	0.25%	77
2017 Q2	$258K	Hold	7,425	–	–	0.25%	79
2017 Q1	$254K	Sell	7,425 -700	-9%	-$23.8K	0.24%	82
2016 Q4	$269K	Buy	+8,125	New	+$258K	0.27%	75
2015 Q3	$259K	Hold	9,475	–	–	0.29%	63
2015 Q2	$284K	Hold	9,475	–	–	0.29%	60
2015 Q1	$288K	Hold	9,475	–	–	0.28%	65
2014 Q4	$274K	Buy	+9,475	New	+$266K	0.27%	64

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

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

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

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

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

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

Lederer & Associates Investment Counsel's IJH Position: Q2 2024 in Review

Lederer & Associates Investment Counsel sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 7,750 shares — an estimated $471K sold.

Lederer & Associates Investment Counsel first reported a position in IJH in Q4 2014 and held it in 34 quarters. The position peaked at $471K in Q1 2024. 2,218 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Lederer & Associates Investment Counsel reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Lederer & Associates Investment Counsel sold 7,750 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $471K.
Lederer & Associates Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and held it in 34 quarters.
Lederer & Associates Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $471K in Q1 2024.
2,218 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2024, filed 2 Aug 2024.