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

Naples Money 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
-10
Closed -$580 – 414
2024
Q2 		$580 Hold
10
– – ﹤0.01% 372
2024
Q1 		$607 Hold
10
– – ﹤0.01% 375
2023
Q4 		$554 Buy
+10
New +$507 ﹤0.01% 391

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 $609B AUM 40.19% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Naples Money Management's IJH Position: Q3 2024 in Review

Naples Money Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 10 shares — an estimated $580 sold.

Naples Money Management first reported a position in IJH in Q4 2023 and held it in 3 quarters. The position peaked at $607 in Q1 2024. 2,302 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Naples Money Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 10 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $580.
  • Naples Money Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's iShares Core S&P Mid-Cap ETF position peaked at $607 in Q1 2024.
  • 2,302 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.