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

Orcam 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
Q3 		– Sell
-3,580
Closed -$210K – 48
2024
Q2 		$210K Hold
3,580
– – 0.22% 40
2024
Q1 		$217K Buy
+3,580
New +$203K 0.24% 38

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orcam Financial Group's IJH Position: Q3 2024 in Review

Orcam Financial Group sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 3,580 shares — an estimated $210K sold.

Orcam Financial Group first reported a position in IJH in Q1 2024 and held it in 2 quarters. The position peaked at $217K in Q1 2024. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Orcam Financial Group reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Orcam Financial Group sold 3,580 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $210K.
  • Orcam Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Orcam Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $217K in Q1 2024.
  • 2,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Orcam Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.