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

Mattern 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
Q4 		– Sell
-3,604
Closed -$225K – 161
2024
Q3 		$225K Sell
3,604
-1,811
-33% -$109K 0.03% 154
2024
Q2 		$317K Sell
5,415
-135
-2% -$7.93K 0.04% 136
2024
Q1 		$337K Sell
5,550
-3,165
-36% -$179K 0.05% 129
2023
Q4 		$483K Buy
8,715
+85
+1% +$4.31K 0.07% 103
2023
Q3 		$430K Sell
8,630
-915
-10% -$48K 0.07% 108
2023
Q2 		$499K Buy
9,545
+520
+6% +$25.8K 0.08% 101
2023
Q1 		$452K Buy
9,025
+2,700
+43% +$138K 0.08% 98
2022
Q4 		$306K Sell
6,325
-130
-2% -$6.28K 0.06% 109
2022
Q3 		$283K Buy
6,455
+5
+0.1% +$242 0.06% 109
2022
Q2 		$292K Buy
6,450
+95
+1% +$4.69K 0.06% 106
2022
Q1 		$341K Sell
6,355
-175
-3% -$9.32K 0.06% 105
2021
Q4 		$370K Buy
6,530
+615
+10% +$34.2K 0.06% 98
2021
Q3 		$311K Buy
5,915
+570
+11% +$30.7K 0.06% 100
2021
Q2 		$287K Buy
+5,345
New +$289K 0.06% 104
2020
Q2 		– Sell
-92,560
Closed -$2.66M – 105
2020
Q1 		$2.66M Sell
92,560
-27,530
-23% -$1.02M 0.91% 75
2019
Q4 		$4.94M Buy
+120,090
New +$4.76M 1.37% 10

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mattern Capital Management's IJH Position: Q4 2024 in Review

Mattern Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 3,604 shares — an estimated $225K sold.

Mattern Capital Management first reported a position in IJH in Q4 2019 and held it in 16 quarters. The position peaked at $4.94M in Q4 2019. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Mattern Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Mattern Capital Management sold 3,604 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $225K.
  • Mattern Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 16 quarters.
  • Mattern Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $4.94M in Q4 2019.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Mattern Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.