Old Mission Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Old Mission Capital’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	-11,110	Closed	-$616K	–	1472
2023 Q4	$616K	Buy	+11,110	New	+$563K	0.01%	691
2022 Q4	–	Sell	-51,000	Closed	-$2.24M	–	1580
2022 Q3	$2.24M	Buy	+51,000	New	+$2.47M	0.07%	214
2021 Q3	–	Sell	-4,200	Closed	-$226K	–	1110
2021 Q2	$226K	Buy	+4,200	New	+$227K	0.01%	844
2021 Q1	–	Sell	-21,000	Closed	-$965K	–	802
2020 Q4	$965K	Buy	21,000 +12,365	+143%	+$521K	0.06%	252
2020 Q3	$320K	Buy	+8,635	New	+$323K	0.03%	324
2019 Q3	–	Sell	-18,980	Closed	-$737K	–	277
2019 Q2	$737K	Buy	+18,980	New	+$727K	0.09%	133
2018 Q4	–	Sell	-28,485	Closed	-$1.15M	–	337
2018 Q3	$1.15M	Buy	+28,485	New	+$1.14M	0.2%	92
2017 Q1	–	Sell	-15,290	Closed	-$506K	–	402
2016 Q4	$506K	Buy	+15,290	New	+$485K	0.04%	247

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Old Mission Capital's IJH Position: Q1 2024 in Review

Old Mission Capital sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 11,110 shares — an estimated $616K sold.

Old Mission Capital first reported a position in IJH in Q4 2016 and held it in 8 quarters. The position peaked at $2.24M in Q3 2022. 2,223 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Old Mission Capital reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Old Mission Capital sold 11,110 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $616K.
Old Mission Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and held it in 8 quarters.
Old Mission Capital's iShares Core S&P Mid-Cap ETF position peaked at $2.24M in Q3 2022.
2,223 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.