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

Monterey Private Wealth’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
2025 Q1	$288K	Buy	4,928 +24	+0.5%	+$1.49K	0.08%	96
2024 Q4	$306K	Sell	4,904 -198	-4%	-$12.7K	0.1%	95
2024 Q3	$318K	Buy	5,102 +5	+0.1%	+$302	0.11%	90
2024 Q2	$298K	Sell	5,097 -290	-5%	-$17K	0.11%	89
2024 Q1	$327K	Buy	5,387 +372	+7%	+$21.1K	0.13%	79
2023 Q4	$278K	Buy	5,015 +5	+0.1%	+$254	0.13%	80
2023 Q3	$250K	Sell	5,010 -390	-7%	-$20.4K	0.13%	85
2023 Q2	$282K	Buy	5,400 +380	+8%	+$18.9K	0.14%	77
2023 Q1	$251K	Buy	5,020 +5	+0.1%	+$255	0.13%	88
2022 Q4	$243K	Sell	5,015 -505	-9%	-$24.4K	0.13%	90
2022 Q3	$244K	Sell	5,520 -25	-0.5%	-$1.21K	0.15%	80
2022 Q2	$251K	Buy	5,545 +5	+0.1%	+$247	0.14%	81
2022 Q1	$302K	Sell	5,540 -655	-11%	-$34.9K	0.15%	84
2021 Q4	$351K	Buy	6,195 +395	+7%	+$22K	0.17%	75
2021 Q3	$309K	Buy	5,800 +1,140	+24%	+$61.3K	0.17%	71
2021 Q2	$250K	Hold	4,660	–	–	0.14%	85
2021 Q1	$256K	Sell	4,660 -10	-0.2%	-$499	0.14%	80
2020 Q4	$215K	Buy	+4,670	New	+$197K	0.12%	87

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Monterey Private Wealth's IJH Position: Q1 2025 in Review

Monterey Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.49% in Q1 2025, buying an estimated $1.49K and bringing the position to 4,928 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #96.

Monterey Private Wealth first reported a position in IJH in Q4 2020 and has held it in 18 quarters since. The position peaked at $351K in Q4 2021. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Monterey Private Wealth held 4,928 shares of iShares Core S&P Mid-Cap ETF worth $288K as of Q1 2025.
Monterey Private Wealth bought 24 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $1.49K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Monterey Private Wealth's portfolio in Q1 2025, its #96 holding.
Monterey Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
Monterey Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $351K in Q4 2021.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.