Punch & Associates Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Punch & Associates Investment Management’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 Q1	–	Sell	-2,000	Closed	-$111K	–	202
2023 Q4	$111K	Hold	2,000	–	–	0.01%	214
2023 Q3	$99.7K	Sell	2,000 -270	-12%	-$14.1K	0.01%	210
2023 Q2	$119K	Buy	2,270 +125	+6%	+$6.21K	0.01%	211
2023 Q1	$107K	Hold	2,145	–	–	0.01%	209
2022 Q4	$104K	Hold	2,145	–	–	0.01%	209
2022 Q3	$94K	Buy	2,145 +2,000	+1,379%	+$96.7K	0.01%	207
2022 Q2	$6K	Hold	145	–	–	﹤0.01%	233
2022 Q1	$8K	Hold	145	–	–	﹤0.01%	236
2021 Q4	$8K	Buy	+145	New	+$8.07K	﹤0.01%	242

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Punch & Associates Investment Management's IJH Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2024, closing a stake of 2,000 shares — an estimated $111K sold.

Punch & Associates Investment Management first reported a position in IJH in Q4 2021 and held it in 9 quarters. The position peaked at $119K in Q2 2023. 2,224 funds tracked by Wall St. Rank hold IJH as of Q1 2024.

Punch & Associates Investment Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Punch & Associates Investment Management sold 2,000 iShares Core S&P Mid-Cap ETF shares in Q1 2024, an estimated $111K.
Punch & Associates Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 9 quarters.
Punch & Associates Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $119K in Q2 2023.
2,224 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.