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

Peterson 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	$13.9K	Buy	+222	New	+$13.4K	0.05%	175
2024 Q2	–	Sell	-4,657	Closed	-$283K	–	36
2024 Q1	$283K	Sell	4,657 -123	-3%	-$6.96K	1.85%	21
2023 Q4	$265K	Buy	+4,780	New	+$242K	1.74%	22

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Peterson Financial Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024: 222 shares worth $13.9K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in IJH as recently as Q1 2024.

Peterson Financial Group first reported a position in IJH in Q4 2023 and has held it in 3 quarters since. The position peaked at $283K in Q1 2024. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Peterson Financial Group held 222 shares of iShares Core S&P Mid-Cap ETF worth $13.9K as of Q3 2024.
iShares Core S&P Mid-Cap ETF was a new Peterson Financial Group position in Q3 2024.
iShares Core S&P Mid-Cap ETF made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #175 holding.
Peterson Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
Peterson Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $283K 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 Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.