M&R Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

M&R Capital Management’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 Q3	$118K	Buy	1,896 +4	+0.2%	+$241	0.03%	173
2024 Q2	$111K	Buy	1,892 +3	+0.2%	+$176	0.03%	171
2024 Q1	$115K	Buy	1,889 +4	+0.2%	+$226	0.03%	167
2023 Q4	$105K	Buy	1,885 +5	+0.3%	+$254	0.03%	193
2023 Q3	$93.7K	Buy	1,880 +5	+0.3%	+$262	0.03%	188
2023 Q2	$98.2K	Hold	1,875	–	–	0.03%	188
2023 Q1	$93.8K	Hold	1,875	–	–	0.03%	188
2022 Q4	$90.7K	Hold	1,875	–	–	0.03%	193
2022 Q3	$82K	Hold	1,875	–	–	0.02%	198
2022 Q2	$84K	Hold	1,875	–	–	0.02%	198
2022 Q1	$100K	Hold	1,875	–	–	0.02%	192
2021 Q4	$106K	Hold	1,875	–	–	0.02%	192
2021 Q3	$98K	Hold	1,875	–	–	0.02%	192
2021 Q2	$100K	Hold	1,875	–	–	0.02%	194
2021 Q1	$97K	Hold	1,875	–	–	0.02%	184
2020 Q4	$86K	Hold	1,875	–	–	0.02%	213
2020 Q3	$69K	Hold	1,875	–	–	0.02%	225
2020 Q2	$66K	Buy	1,875 +875	+88%	+$29.1K	0.02%	222
2020 Q1	$28K	Hold	1,000	–	–	0.01%	281
2019 Q4	$41K	Hold	1,000	–	–	0.01%	278
2019 Q3	$38K	Hold	1,000	–	–	0.01%	297
2019 Q2	$38K	Hold	1,000	–	–	0.01%	300
2019 Q1	$39K	Hold	1,000	–	–	0.01%	302
2018 Q4	$33K	Hold	1,000	–	–	0.01%	304
2018 Q3	$40K	Hold	1,000	–	–	0.01%	309
2018 Q2	$38K	Hold	1,000	–	–	0.01%	312
2018 Q1	$37K	Hold	1,000	–	–	0.01%	331
2017 Q4	$37K	Sell	1,000 -700	-41%	-$25.9K	0.01%	329
2017 Q3	$60K	Hold	1,700	–	–	0.01%	282
2017 Q2	$58K	Hold	1,700	–	–	0.01%	285
2017 Q1	$58K	Hold	1,700	–	–	0.01%	282
2016 Q4	$56K	Hold	1,700	–	–	0.02%	272
2016 Q3	$52K	Buy	1,700 +700	+70%	+$21.6K	0.01%	276
2016 Q2	$29K	Buy	+1,000	New	+$29.3K	0.01%	330

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&R Capital Management's IJH Position: Q3 2024 in Review

M&R Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.21% in Q3 2024, buying an estimated $241 and bringing the position to 1,896 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #173.

M&R Capital Management first reported a position in IJH in Q2 2016 and has held it in 34 quarters since. 2,304 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

M&R Capital Management held 1,896 shares of iShares Core S&P Mid-Cap ETF worth $118K as of Q3 2024.
M&R Capital Management bought 4 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $241.
iShares Core S&P Mid-Cap ETF made up 0.03% of M&R Capital Management's portfolio in Q3 2024, its #173 holding.
M&R Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 34 quarters since.
2,304 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.