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

Pillar Wealth Advisors’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	-37,530	Closed	-$2.2M	–	30
2024 Q2	$2.2M	Sell	37,530 -16,399	-30%	-$963K	2.64%	11
2024 Q1	$3.28M	Buy	53,929 +7,509	+16%	+$425K	2.47%	10
2023 Q4	$2.57M	Buy	46,420 +17,335	+60%	+$879K	1.98%	11
2023 Q3	$1.45M	Buy	29,085 +7,125	+32%	+$373K	1.26%	21
2023 Q2	$1.15M	Buy	21,960 +17,115	+353%	+$851K	0.96%	26
2023 Q1	$242K	Buy	+4,845	New	+$247K	0.24%	57

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

Pillar Wealth Advisors's IJH Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 37,530 shares — an estimated $2.2M sold.

Pillar Wealth Advisors first reported a position in IJH in Q1 2023 and held it in 6 quarters. The position peaked at $3.28M in Q1 2024. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Pillar Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 37,530 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $2.2M.
Pillar Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and held it in 6 quarters.
Pillar Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.28M 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 Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.