LFA
IJH icon

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

LGT Financial Advisors’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 		– Sell
-475
Closed -$26.3K – 818
2023
Q4 		$26.3K Sell
475
-330
-41% -$16.7K 0.03% 291
2023
Q3 		$40.1K Buy
805
+385
+92% +$20.2K 0.05% 235
2023
Q2 		$22K Buy
+420
New +$20.9K 0.02% 181

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LGT Financial Advisors's IJH Position: Q1 2024 in Review

LGT Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 475 shares — an estimated $26.3K sold.

LGT Financial Advisors first reported a position in IJH in Q2 2023 and held it in 3 quarters. The position peaked at $40.1K in Q3 2023. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • LGT Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 475 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $26.3K.
  • LGT Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and held it in 3 quarters.
  • LGT Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $40.1K in Q3 2023.
  • 2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.