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Northwest Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-502
Closed -$31.3K – 307
2024
Q3 		$31.3K Buy
+502
New +$30.3K 0.02% 278
2024
Q1 		– Sell
-6,760
Closed -$375K – 281
2023
Q4 		$375K Buy
+6,760
New +$343K 0.32% 56

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 $544B AUM 28.31% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwest Financial Advisors's IJH Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 502 shares — an estimated $31.3K sold.

Northwest Financial Advisors first reported a position in IJH in Q4 2023 and held it in 2 quarters. The position peaked at $375K in Q4 2023. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 502 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $31.3K.
  • Northwest Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $375K in Q4 2023.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.