Portfolio Strategies’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Portfolio Strategies’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 Q2	–	Sell	-190,902	Closed	-$11.6M	–	75
2024 Q1	$11.6M	Buy	+190,902	New	+$10.8M	0.79%	29
2019 Q2	–	Sell	-8,790	Closed	-$333K	–	56
2019 Q1	$333K	Hold	8,790	–	–	0.26%	47
2018 Q4	$292K	Sell	8,790 -30	-0.3%	-$1.09K	0.25%	39
2018 Q3	$355K	Hold	8,820	–	–	0.21%	40
2018 Q2	$344K	Sell	8,820 -275	-3%	-$10.6K	0.23%	41
2018 Q1	$341K	Sell	9,095 -65	-0.7%	-$2.49K	0.26%	38
2017 Q4	$348K	Buy	+9,160	New	+$339K	0.24%	41

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Portfolio Strategies's IJH Position: Q2 2024 in Review

Portfolio Strategies sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2024, closing a stake of 190,902 shares — an estimated $11.6M sold.

Portfolio Strategies first reported a position in IJH in Q4 2017 and held it in 7 quarters. The position peaked at $11.6M in Q1 2024. 2,217 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Portfolio Strategies reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Portfolio Strategies sold 190,902 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $11.6M.
Portfolio Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 7 quarters.
Portfolio Strategies's iShares Core S&P Mid-Cap ETF position peaked at $11.6M in Q1 2024.
2,217 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.