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Michael Gelband’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Michael Gelband’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
-1,200
Closed -$67K – 1701
2023
Q4 		$67K Buy
+1,200
New +$60.9K ﹤0.01% 1374
2022
Q1 		– Sell
-104,375
Closed -$5.91M – 2402
2021
Q4 		$5.91M Buy
104,375
+79,935
+327% +$4.45M 0.06% 377
2021
Q3 		$1.29M Buy
+24,440
New +$1.31M 0.02% 915

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Michael Gelband's IJH Position: Q1 2024 in Review

Michael Gelband sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 1,200 shares — an estimated $67K sold.

Michael Gelband first reported a position in IJH in Q3 2021 and held it in 3 quarters. The position peaked at $5.91M in Q4 2021. 2,226 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • Michael Gelband reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Michael Gelband sold 1,200 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $67K.
  • Michael Gelband first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and held it in 3 quarters.
  • Michael Gelband's iShares Core S&P Mid-Cap ETF position peaked at $5.91M in Q4 2021.
  • 2,226 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on ExodusPoint Capital Management's 13F filing for Q1 2024, filed 14 May 2024.