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Peninsula Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Peninsula Wealth’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 		$6.73M Sell
108,066
-86,787
-45% -$5.57M 1.15% 18
2024
Q3 		$12.4M Buy
194,853
+10,534
+6% +$635K 2.17% 10
2024
Q2 		$11.1M Buy
184,319
+47,070
+34% +$2.77M 2.08% 11
2024
Q1 		$8.34M Buy
137,249
+72,694
+113% +$4.12M 1.66% 14
2023
Q4 		$3.58M Buy
64,555
+53,895
+506% +$2.73M 0.74% 17
2023
Q3 		$504K Buy
+10,660
New +$559K 0.12% 45

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Peninsula Wealth's IJH Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 45% in Q4 2024, selling an estimated $5.57M and leaving 108,066 shares worth $6.73M. The position accounts for 1.15% of the portfolio, ranked #18.

Peninsula Wealth first reported a position in IJH in Q3 2023 and has held it in 6 quarters since. The position peaked at $12.4M in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Peninsula Wealth held 108,066 shares of iShares Core S&P Mid-Cap ETF worth $6.73M as of Q4 2024.
  • Peninsula Wealth sold 86,787 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $5.57M.
  • iShares Core S&P Mid-Cap ETF made up 1.15% of Peninsula Wealth's portfolio in Q4 2024, its #18 holding.
  • Peninsula Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 6 quarters since.
  • Peninsula Wealth's iShares Core S&P Mid-Cap ETF position peaked at $12.4M 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 Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.