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

LeJeune Puetz 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
2023 Q1	$545K	Hold	10,900	–	–	0.2%	113
2022 Q4	$527K	Hold	10,900	–	–	0.2%	112
2022 Q3	$478K	Hold	10,900	–	–	0.2%	109
2022 Q2	$493K	Hold	10,900	–	–	0.19%	110
2022 Q1	$584K	Hold	10,900	–	–	0.2%	105
2021 Q4	$617K	Hold	10,900	–	–	0.21%	103
2021 Q3	$573K	Hold	10,900	–	–	0.21%	106
2021 Q2	$586K	Hold	10,900	–	–	0.22%	103
2021 Q1	$567K	Hold	10,900	–	–	0.22%	102
2020 Q4	$501K	Hold	10,900	–	–	0.22%	104
2020 Q3	$404K	Hold	10,900	–	–	0.2%	104
2020 Q2	$388K	Hold	10,900	–	–	0.2%	103
2020 Q1	$314K	Sell	10,900 -250	-2%	-$9.29K	0.18%	111
2019 Q4	$459K	Hold	11,150	–	–	0.22%	107
2019 Q3	$431K	Hold	11,150	–	–	0.22%	105
2019 Q2	$433K	Hold	11,150	–	–	0.22%	103
2019 Q1	$422K	Hold	11,150	–	–	0.23%	103
2018 Q4	$370K	Hold	11,150	–	–	0.23%	101
2018 Q3	$449K	Hold	11,150	–	–	0.26%	94
2018 Q2	$434K	Buy	11,150 +8,375	+302%	+$324K	0.27%	94
2018 Q1	$104K	Hold	2,775	–	–	0.06%	147
2017 Q4	$105K	Buy	+2,775	New	+$103K	0.06%	149

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 $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LeJeune Puetz Investment Counsel's IJH Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2023 at 10,900 shares worth $545K. The position accounts for 0.2% of the portfolio, ranked #113.

LeJeune Puetz Investment Counsel first reported a position in IJH in Q4 2017 and has held it in 22 quarters since. The position peaked at $617K in Q4 2021. 1,913 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

LeJeune Puetz Investment Counsel held 10,900 shares of iShares Core S&P Mid-Cap ETF worth $545K as of Q1 2023.
LeJeune Puetz Investment Counsel left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2023.
iShares Core S&P Mid-Cap ETF made up 0.2% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #113 holding.
LeJeune Puetz Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 22 quarters since.
LeJeune Puetz Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $617K in Q4 2021.
1,913 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.