NorthStar Asset Management (Massachusetts)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

NorthStar Asset Management (Massachusetts)’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 Q2	–	Sell	-3,330	Closed	-$202K	–	59
2024 Q1	$202K	Buy	+3,330	New	+$189K	0.04%	57
2023 Q1	–	Sell	-4,310	Closed	-$209K	–	63
2022 Q4	$209K	Buy	+4,310	New	+$208K	0.07%	64
2022 Q3	–	Sell	-4,560	Closed	-$206K	–	74
2022 Q2	$206K	Hold	4,560	–	–	0.07%	81
2022 Q1	$245K	Hold	4,560	–	–	0.07%	75
2021 Q4	$258K	Hold	4,560	–	–	0.06%	77
2021 Q3	$240K	Sell	4,560 -1,170	-20%	-$62.9K	0.06%	81
2021 Q2	$308K	Sell	5,730 -170	-3%	-$9.18K	0.08%	76
2021 Q1	$307K	Buy	+5,900	New	+$295K	0.1%	62

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s IJH Position: Q2 2024 in Review

NorthStar Asset Management (Massachusetts) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 3,330 shares — an estimated $202K sold.

NorthStar Asset Management (Massachusetts) first reported a position in IJH in Q1 2021 and held it in 8 quarters. The position peaked at $308K in Q2 2021. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

NorthStar Asset Management (Massachusetts) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
NorthStar Asset Management (Massachusetts) sold 3,330 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $202K.
NorthStar Asset Management (Massachusetts) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and held it in 8 quarters.
NorthStar Asset Management (Massachusetts)'s iShares Core S&P Mid-Cap ETF position peaked at $308K in Q2 2021.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2024, filed 5 Aug 2024.