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

Platte River 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	$3.72M	Sell	59,760 -2,980	-5%	-$180K	1%	25
2024 Q2	$3.67M	Buy	62,740 +300	+0.5%	+$17.6K	1.03%	25
2024 Q1	$3.79M	Buy	62,440 +4,360	+8%	+$247K	1.08%	26
2023 Q4	$3.22M	Buy	58,080 +9,910	+21%	+$503K	1.07%	26
2023 Q3	$2.4M	Buy	48,170 +410	+0.9%	+$21.5K	0.88%	30
2023 Q2	$2.5M	Buy	47,760 +4,420	+10%	+$220K	0.88%	30
2023 Q1	$2.17M	Sell	43,340 -10,735	-20%	-$547K	0.83%	30
2022 Q4	$2.62M	Buy	54,075 +3,740	+7%	+$181K	1.11%	24
2022 Q3	$2.21M	Sell	50,335 -925	-2%	-$44.7K	0.99%	27
2022 Q2	$2.32M	Buy	51,260 +8,945	+21%	+$442K	1%	26
2022 Q1	$2.27M	Sell	42,315 -30	-0.1%	-$1.6K	0.83%	27
2021 Q4	$2.37M	Sell	42,345 -1,880	-4%	-$105K	0.81%	29
2021 Q3	$2.33M	Buy	44,225 +910	+2%	+$49K	0.86%	27
2021 Q2	$2.33M	Buy	43,315 +1,220	+3%	+$65.9K	0.88%	27
2021 Q1	$2.23M	Buy	42,095 +290	+0.7%	+$14.5K	0.92%	27
2020 Q4	$2.04M	Sell	41,805 -535	-1%	-$22.5K	0.88%	28
2020 Q3	$1.57M	Sell	42,340 -1,275	-3%	-$47.7K	0.81%	29
2020 Q2	$1.56M	Buy	+43,615	New	+$1.45M	0.86%	31
2019 Q4	$4.37M	Buy	+109,065	New	+$4.32M	2.3%	9

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

Platte River Wealth Advisors's IJH Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.7% in Q3 2024, selling an estimated $180K and leaving 59,760 shares worth $3.72M. The position accounts for 1% of the portfolio, ranked #25.

Platte River Wealth Advisors first reported a position in IJH in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.37M in Q4 2019. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Platte River Wealth Advisors held 59,760 shares of iShares Core S&P Mid-Cap ETF worth $3.72M as of Q3 2024.
Platte River Wealth Advisors sold 2,980 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $180K.
iShares Core S&P Mid-Cap ETF made up 1% of Platte River Wealth Advisors's portfolio in Q3 2024, its #25 holding.
Platte River Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.37M in Q4 2019.
2,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.