PCS
IJH icon

Personal CFO Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Personal CFO Solutions’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
-8,245
Closed -$514K – 535
2024
Q3 		$514K Buy
8,245
+673
+9% +$40.6K 0.07% 257
2024
Q2 		$443K Buy
7,572
+1,259
+20% +$74K 0.07% 274
2024
Q1 		$383K Buy
6,313
+153
+2% +$8.66K 0.06% 326
2023
Q4 		$342K Hold
6,160
– – 0.06% 335
2023
Q3 		$307K Buy
6,160
+90
+1% +$4.72K 0.06% 313
2023
Q2 		$317K Sell
6,070
-1,745
-22% -$86.7K 0.06% 318
2023
Q1 		$391K Buy
7,815
+145
+2% +$7.39K 0.08% 246
2022
Q4 		$371K Sell
7,670
-1,840
-19% -$88.9K 0.08% 247
2022
Q3 		$417K Sell
9,510
-1,115
-10% -$53.9K 0.1% 185
2022
Q2 		$481K Buy
10,625
+625
+6% +$30.9K 0.11% 162
2022
Q1 		$537K Sell
10,000
-835
-8% -$44.5K 0.11% 184
2021
Q4 		$613K Buy
10,835
+680
+7% +$37.9K 0.11% 169
2021
Q3 		$534K Sell
10,155
-250
-2% -$13.4K 0.11% 179
2021
Q2 		$559K Buy
10,405
+535
+5% +$28.9K 0.11% 174
2021
Q1 		$514K Sell
9,870
-945
-9% -$47.2K 0.11% 169
2020
Q4 		$497K Buy
10,815
+715
+7% +$30.1K 0.12% 161
2020
Q3 		$0 Buy
10,100
+150
+2% +$5.61K ﹤0.01% 234
2020
Q2 		$354K Sell
9,950
-16,475
-62% -$547K 0.1% 180
2020
Q1 		$760K Buy
26,425
+9,335
+55% +$347K 0.27% 82
2019
Q4 		$703K Buy
17,090
+2,015
+13% +$79.9K 0.2% 105
2019
Q3 		$579K Buy
+15,075
New +$579K 0.23% 107

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

Personal CFO Solutions's IJH Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 8,245 shares — an estimated $514K sold.

Personal CFO Solutions first reported a position in IJH in Q3 2019 and held it in 21 quarters. The position peaked at $760K in Q1 2020. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Personal CFO Solutions reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 8,245 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $514K.
  • Personal CFO Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's iShares Core S&P Mid-Cap ETF position peaked at $760K in Q1 2020.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.