LeRoy C. Kopp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LeRoy C. Kopp’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 Q1	$34K	Buy	+565	New	+$32K	0.02%	20

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LeRoy C. Kopp's IJH Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024: 565 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #20 among its holdings.

2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

LeRoy C. Kopp held 565 shares of iShares Core S&P Mid-Cap ETF worth $34K as of Q1 2024.
iShares Core S&P Mid-Cap ETF was a new LeRoy C. Kopp position in Q1 2024.
iShares Core S&P Mid-Cap ETF made up 0.02% of LeRoy C. Kopp's portfolio in Q1 2024, its #20 holding.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.