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

Maripau 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
2024 Q3	–	Sell	-7,369	Closed	-$431K	–	88
2024 Q2	$431K	Sell	7,369 -1,942	-21%	-$114K	0.29%	71
2024 Q1	$566K	Sell	9,311 -129	-1%	-$7.3K	0.42%	55
2023 Q4	$523K	Sell	9,440 -10,530	-53%	-$534K	0.46%	50
2023 Q3	$996K	Buy	19,970 +8,595	+76%	+$450K	0.92%	26
2023 Q2	$595K	Buy	11,375 +970	+9%	+$48.2K	0.53%	45
2023 Q1	$520K	Buy	10,405 +335	+3%	+$17.1K	0.54%	42
2022 Q4	$505K	Sell	10,070 -820	-8%	-$39.6K	0.53%	43
2022 Q3	$528K	Buy	10,890 +280	+3%	+$13.5K	0.57%	45
2022 Q2	$532K	Sell	10,610 -1,050	-9%	-$51.8K	0.58%	41
2022 Q1	$607K	Sell	11,660 -2,020	-15%	-$108K	0.55%	43
2021 Q4	$732K	Buy	+13,680	New	+$761K	0.69%	34

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maripau Wealth Management's IJH Position: Q3 2024 in Review

Maripau Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 7,369 shares — an estimated $431K sold.

Maripau Wealth Management first reported a position in IJH in Q4 2021 and held it in 11 quarters. The position peaked at $996K in Q3 2023. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Maripau Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Maripau Wealth Management sold 7,369 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $431K.
Maripau Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 11 quarters.
Maripau Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $996K in Q3 2023.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Maripau Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.