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New Potomac Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

New Potomac Partners’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 		$603K Buy
9,677
+1
+0% +$60 0.31% 61
2024
Q2 		$566K Sell
9,676
-46
-0.5% -$2.7K 0.31% 61
2024
Q1 		$591K Buy
9,722
+122
+1% +$6.91K 0.33% 61
2023
Q4 		$532K Sell
9,600
-190
-2% -$9.64K 0.32% 63
2023
Q3 		$488K Buy
9,790
+65
+0.7% +$3.41K 0.34% 60
2023
Q2 		$509K Sell
9,725
-80
-0.8% -$3.98K 0.34% 59
2023
Q1 		$491K Buy
9,805
+210
+2% +$10.7K 0.34% 59
2022
Q4 		$464K Buy
9,595
+405
+4% +$19.6K 0.34% 61
2022
Q3 		$403K Buy
9,190
+145
+2% +$7.01K 0.34% 56
2022
Q2 		$409K Buy
9,045
+290
+3% +$14.3K 0.33% 55
2022
Q1 		$470K Buy
8,755
+130
+2% +$6.92K 0.33% 53
2021
Q4 		$488K Buy
8,625
+60
+0.7% +$3.34K 0.32% 53
2021
Q3 		$451K Sell
8,565
-95
-1% -$5.11K 0.31% 55
2021
Q2 		$465K Buy
8,660
+445
+5% +$24K 0.32% 56
2021
Q1 		$428K Buy
8,215
+175
+2% +$8.74K 0.31% 54
2020
Q4 		$370K Buy
8,040
+275
+4% +$11.6K 0.27% 56
2020
Q3 		$288K Buy
7,765
+2,950
+61% +$110K 0.23% 55
2020
Q2 		$171K Sell
4,815
-210
-4% -$6.97K 0.15% 63
2020
Q1 		$145K Sell
5,025
-1,115
-18% -$41.5K 0.16% 63
2019
Q4 		$253K Buy
6,140
+150
+3% +$5.95K 0.24% 60
2019
Q3 		$231K Buy
5,990
+275
+5% +$10.6K 0.23% 59
2019
Q2 		$222K Hold
5,715
– – 0.23% 60
2019
Q1 		$216K Hold
5,715
– – 0.22% 62
2018
Q4 		$190K Buy
5,715
+520
+10% +$19K 0.2% 60
2018
Q3 		$209K Sell
5,195
-605
-10% -$24.3K 0.19% 58
2018
Q2 		$226K Buy
5,800
+700
+14% +$27K 0.22% 57
2018
Q1 		$191K Sell
5,100
-200
-4% -$7.65K 0.19% 61
2017
Q4 		$201K Buy
+5,300
New +$196K 0.19% 63

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
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 $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

New Potomac Partners's IJH Position: Q3 2024 in Review

New Potomac Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q3 2024, buying an estimated $60 and bringing the position to 9,677 shares worth $603K. The position accounts for 0.31% of the portfolio, ranked #61.

New Potomac Partners first reported a position in IJH in Q4 2017 and has held it in 28 quarters since. 2,305 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • New Potomac Partners held 9,677 shares of iShares Core S&P Mid-Cap ETF worth $603K as of Q3 2024.
  • New Potomac Partners bought 1 iShares Core S&P Mid-Cap ETF share in Q3 2024, an estimated $60.
  • iShares Core S&P Mid-Cap ETF made up 0.31% of New Potomac Partners's portfolio in Q3 2024, its #61 holding.
  • New Potomac Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.