Madison Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Madison Wealth 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
2023 Q3	$288K	Sell	5,770 -30	-0.5%	-$1.57K	0.06%	135
2023 Q2	$303K	Sell	5,800 -400	-6%	-$19.9K	0.06%	135
2023 Q1	$310K	Hold	6,200	–	–	0.07%	132
2022 Q4	$300K	Sell	6,200 -5	-0.1%	-$242	0.07%	132
2022 Q3	$272K	Buy	6,205 +535	+9%	+$25.9K	0.07%	140
2022 Q2	$257K	Hold	5,670	–	–	0.06%	143
2022 Q1	$304K	Buy	5,670 +200	+4%	+$10.6K	0.06%	138
2021 Q4	$310K	Sell	5,470 -275	-5%	-$15.3K	0.06%	132
2021 Q3	$302K	Buy	5,745 +1,965	+52%	+$106K	0.07%	131
2021 Q2	$203K	Buy	+3,780	New	+$204K	0.04%	141

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Madison Wealth Management's IJH Position: Q3 2023 in Review

Madison Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.52% in Q3 2023, selling an estimated $1.57K and leaving 5,770 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #135.

Madison Wealth Management first reported a position in IJH in Q2 2021 and has held it in 10 quarters since. The position peaked at $310K in Q1 2023. 2,004 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Madison Wealth Management held 5,770 shares of iShares Core S&P Mid-Cap ETF worth $288K as of Q3 2023.
Madison Wealth Management sold 30 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $1.57K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Madison Wealth Management's portfolio in Q3 2023, its #135 holding.
Madison Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 10 quarters since.
Madison Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $310K in Q1 2023.
2,004 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.