Pacific Global Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Pacific Global Investment Management’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	-8,250	Closed	-$514K	–	128
2024 Q3	$514K	Hold	8,250	–	–	0.09%	141
2024 Q2	$483K	Hold	8,250	–	–	0.09%	137
2024 Q1	$501K	Hold	8,250	–	–	0.1%	135
2023 Q4	$457K	Hold	8,250	–	–	0.09%	144
2023 Q3	$411K	Hold	8,250	–	–	0.09%	147
2023 Q2	$431K	Hold	8,250	–	–	0.09%	148
2023 Q1	$413K	Hold	8,250	–	–	0.09%	152
2022 Q4	$399K	Hold	8,250	–	–	0.09%	156
2022 Q3	$362K	Hold	8,250	–	–	0.09%	153
2022 Q2	$373K	Hold	8,250	–	–	0.09%	153
2022 Q1	$443K	Hold	8,250	–	–	0.09%	151
2021 Q4	$467K	Hold	8,250	–	–	0.09%	145
2021 Q3	$434K	Hold	8,250	–	–	0.09%	148
2021 Q2	$443K	Hold	8,250	–	–	0.09%	150
2021 Q1	$429K	Hold	8,250	–	–	0.09%	149
2020 Q4	$379K	Hold	8,250	–	–	0.08%	153
2020 Q3	$306K	Buy	+8,250	New	+$308K	0.08%	143
2017 Q3	–	Sell	-8,250	Closed	-$287K	–	222
2017 Q2	$287K	Hold	8,250	–	–	0.07%	194
2017 Q1	$283K	Hold	8,250	–	–	0.06%	198
2016 Q4	$273K	Hold	8,250	–	–	0.06%	191
2016 Q3	$255K	Hold	8,250	–	–	0.06%	195
2016 Q2	$246K	Hold	8,250	–	–	0.06%	195
2016 Q1	$238K	Hold	8,250	–	–	0.05%	196
2015 Q4	$230K	Hold	8,250	–	–	0.05%	197
2015 Q3	$225K	Hold	8,250	–	–	0.05%	203
2015 Q2	$247K	Hold	8,250	–	–	0.05%	204
2015 Q1	$251K	Hold	8,250	–	–	0.05%	208
2014 Q4	$239K	Hold	8,250	–	–	0.04%	206
2014 Q3	$226K	Hold	8,250	–	–	0.04%	210
2014 Q2	$236K	Hold	8,250	–	–	0.03%	214
2014 Q1	$227K	Hold	8,250	–	–	0.04%	211
2013 Q4	$221K	Hold	8,250	–	–	0.04%	215
2013 Q3	$205K	Buy	+8,250	New	+$201K	0.04%	215

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Pacific Global Investment Management's IJH Position: Q4 2024 in Review

Pacific Global Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 8,250 shares — an estimated $514K sold.

Pacific Global Investment Management first reported a position in IJH in Q3 2013 and held it in 33 quarters. The position peaked at $514K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Pacific Global Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Pacific Global Investment Management sold 8,250 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $514K.
Pacific Global Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and held it in 33 quarters.
Pacific Global Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $514K in Q3 2024.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.