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O'Connor Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

O'Connor Financial Group’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
Q1 		– Sell
-8,205
Closed -$455K – 50
2023
Q4 		$455K Buy
8,205
+50
+0.6% +$2.54K 0.28% 41
2023
Q3 		$407K Sell
8,155
-890
-10% -$46.6K 0.28% 41
2023
Q2 		$473K Buy
9,045
+65
+0.7% +$3.23K 0.33% 40
2023
Q1 		$449K Buy
+8,980
New +$458K 0.34% 43

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

O'Connor Financial Group's IJH Position: Q1 2024 in Review

O'Connor Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 8,205 shares — an estimated $455K sold.

O'Connor Financial Group first reported a position in IJH in Q1 2023 and held it in 4 quarters. The position peaked at $473K in Q2 2023. 2,230 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

  • O'Connor Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • O'Connor Financial Group sold 8,205 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $455K.
  • O'Connor Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 4 quarters.
  • O'Connor Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $473K in Q2 2023.
  • 2,230 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on O'Connor Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.