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

O'Dell 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
2025 Q1	–	Sell	-4,155	Closed	-$259K	–	61
2024 Q4	$259K	Buy	+4,155	New	+$266K	0.06%	82
2024 Q1	–	Sell	-3,105	Closed	-$172K	–	270
2023 Q4	$172K	Buy	+3,105	New	+$157K	0.05%	93
2023 Q3	–	Sell	-465	Closed	-$24.3K	–	259
2023 Q2	$24.3K	Buy	+465	New	+$23.1K	0.01%	263
2022 Q4	–	Sell	-365	Closed	-$16K	–	225
2022 Q3	$16K	Hold	365	–	–	0.01%	249
2022 Q2	$17K	Hold	365	–	–	0.01%	240
2022 Q1	$20K	Hold	365	–	–	0.01%	252
2021 Q4	$21K	Sell	365 -45	-11%	-$2.5K	0.01%	233
2021 Q3	$22K	Buy	+410	New	+$22.1K	0.01%	226

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return