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

Private Portfolio Partners’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 		$3.32M Buy
53,277
+335
+0.6% +$21.5K 0.61% 34
2024
Q3 		$3.3M Buy
+52,942
New +$3.19M 0.62% 34
2024
Q2 		– Sell
-45,454
Closed -$2.76M – 156
2024
Q1 		$2.76M Buy
45,454
+2,984
+7% +$169K 0.58% 38
2023
Q4 		$2.35M Buy
42,470
+4,310
+11% +$219K 0.54% 38
2023
Q3 		$1.9M Buy
38,160
+1,105
+3% +$57.9K 0.49% 42
2023
Q2 		$1.94M Buy
37,055
+700
+2% +$34.8K 0.5% 40
2023
Q1 		$1.82M Buy
36,355
+175
+0.5% +$8.92K 0.49% 41
2022
Q4 		$1.75M Buy
36,180
+2,240
+7% +$108K 0.46% 48
2022
Q3 		$1.49M Buy
33,940
+1,180
+4% +$57K 0.42% 53
2022
Q2 		$1.48M Sell
32,760
-170
-0.5% -$8.39K 0.41% 53
2022
Q1 		$1.77M Buy
32,930
+18,465
+128% +$983K 0.44% 50
2021
Q4 		$819K Buy
14,465
+290
+2% +$16.1K 0.21% 101
2021
Q3 		$746K Buy
14,175
+255
+2% +$13.7K 0.21% 98
2021
Q2 		$748K Buy
13,920
+405
+3% +$21.9K 0.22% 98
2021
Q1 		$704K Buy
13,515
+1,980
+17% +$98.9K 0.23% 92
2020
Q4 		$530K Buy
11,535
+1,075
+10% +$45.3K 0.19% 108
2020
Q3 		$388K Sell
10,460
-470
-4% -$17.6K 0.16% 130
2020
Q2 		$389K Sell
10,930
-4,160
-28% -$138K 0.18% 122
2020
Q1 		$434K Sell
15,090
-5,145
-25% -$191K 0.23% 105
2019
Q4 		$833K Sell
20,235
-860
-4% -$34.1K 0.36% 72
2019
Q3 		$815K Sell
21,095
-4,650
-18% -$179K 0.38% 71
2019
Q2 		$1M Sell
25,745
-1,180
-4% -$45.2K 0.43% 66
2019
Q1 		$1.02M Sell
26,925
-11,485
-30% -$424K 0.54% 56
2018
Q4 		$1.28M Buy
+38,410
New +$1.4M 0.79% 36

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

Private Portfolio Partners's IJH Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.63% in Q4 2024, buying an estimated $21.5K and bringing the position to 53,277 shares worth $3.32M. The position accounts for 0.61% of the portfolio, ranked #34.

Private Portfolio Partners first reported a position in IJH in Q4 2018 and has held it in 24 quarters since. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Private Portfolio Partners held 53,277 shares of iShares Core S&P Mid-Cap ETF worth $3.32M as of Q4 2024.
  • Private Portfolio Partners bought 335 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $21.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.61% of Private Portfolio Partners's portfolio in Q4 2024, its #34 holding.
  • Private Portfolio Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.